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 5-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 | $2,115 | $76,738-97.2% | $56,411-96.3% | $145,922-98.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.42% | 2994.23%-2986.8pp | 1701.33%-1693.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,440 | $2,623-45.1% | $1,952-26.2% | $6,688-78.5% |
| Admin fee / account holder | $203 | $3,334-93.9% | $2,829-92.8% | $13,397-98.5% |