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 | $28,757 | $167,307-82.8% | $143,757-80.0% | $134,475-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.48% | 0.46%-0.9pp | -0.04%-0.4pp | 417.96%-418.4pp |
| Employer contribution / active EE | $6,225 | $5,619+10.8% | $4,951+25.7% | $4,740+31.3% |
| Participant deferral / active EE | $13,667 | $6,446+112.0% | $5,637+142.4% | $6,400+113.6% |
| Admin fee / account holder | $58 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |