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 | $2,508 | $70,606-96.4% | $53,898-95.3% | $142,382-98.2% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 27.43% | 619.81%-592.4pp | 528.60%-501.2pp | 217.08%-189.6pp |
| Employer contribution / active EE | $872 | $1,202-27.5% | $932-6.5% | $4,299-79.7% |
| Participant deferral / active EE | $599 | $2,364-74.6% | $1,826-67.2% | $6,507-90.8% |
| Admin fee / account holder | $32 | $2,852-98.9% | $2,491-98.7% | $12,624-99.7% |