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 | $5,588 | $52,380-89.3% | $98,755-94.3% | $85,850-93.5% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $4,677 | $1,337+249.7% | $2,067+126.2% | $2,565+82.4% |
| Participant deferral / active EE | $911 | $2,101-56.6% | $3,035-70.0% | $3,952-76.9% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,076-100.0% | $6,260-100.0% |