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 6-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 | $2,642 | $76,738-96.6% | $56,411-95.3% | $145,922-98.2% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 5.47% | 2994.23%-2988.8pp | 1701.33%-1695.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $352 | $1,380-74.5% | $1,039-66.1% | $4,660-92.4% |
| Participant deferral / active EE | $561 | $2,623-78.6% | $1,952-71.3% | $6,688-91.6% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |