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 | $5,723 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.33% | 593.76%-568.4pp | 425.95%-400.6pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,323 | $4,650-71.6% | $3,674-64.0% | $4,299-69.2% |
| Participant deferral / active EE | $1,935 | $4,767-59.4% | $4,083-52.6% | $6,507-70.3% |
| Admin fee / account holder | $23 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |