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 | $25,367 | $59,107-57.1% | $86,436-70.7% | $68,494-63.0% |
| Participation rate | 96.6% | 75.2%+21.3pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,670 | $2,519-33.7% | $3,769-55.7% | $2,596-35.7% |
| Participant deferral / active EE | $3,650 | $5,901-38.2% | $6,952-47.5% | $4,027-9.4% |
| Admin fee / account holder | $18 | $5,637-99.7% | $6,731-99.7% | $5,403-99.7% |