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 3-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 | $2,419 | $76,738-96.8% | $56,411-95.7% | $145,922-98.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $745 | $1,380-46.0% | $1,039-28.2% | $4,660-84.0% |
| Participant deferral / active EE | $776 | $2,623-70.4% | $1,952-60.2% | $6,688-88.4% |
| Admin fee / account holder | $8 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |