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 8-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 | $2,685 | $56,835-95.3% | - | $135,375-98.0% |
| Participation rate | 75.0% | 68.0%+7.0pp | - | 82.6%-7.6pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $930 | $2,734-66.0% | - | $4,779-80.5% |
| Participant deferral / active EE | $1,164 | $3,681-68.4% | - | $5,609-79.3% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |