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 5-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 | $6,711 | $88,751-92.4% | $81,812-91.8% | $145,922-95.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.85% | 1025.40%-1006.6pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,651 | $3,083-46.5% | $2,912-43.3% | $4,660-64.6% |
| Participant deferral / active EE | $3,354 | $4,643-27.8% | $4,319-22.3% | $6,688-49.9% |
| Admin fee / account holder | $44 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |