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 | $7,645 | $70,606-89.2% | $53,898-85.8% | $142,382-94.6% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 24.54% | 619.81%-595.3pp | 528.60%-504.1pp | 217.08%-192.5pp |
| Employer contribution / active EE | $952 | $1,202-20.8% | $932+2.1% | $4,299-77.9% |
| Participant deferral / active EE | $1,658 | $2,364-29.9% | $1,826-9.2% | $6,507-74.5% |
| Admin fee / account holder | $36 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |