See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,867 | $158,398-96.3% | $126,539-95.4% | $142,382-95.9% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 27.31% | 593.76%-566.4pp | 425.95%-398.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,514 | $4,650-67.4% | $3,674-58.8% | $4,299-64.8% |
| Participant deferral / active EE | $2,327 | $4,767-51.2% | $4,083-43.0% | $6,507-64.2% |
| Admin fee / account holder | $120 | $6,918-98.3% | $6,065-98.0% | $12,624-99.1% |