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 | $8,613 | $99,918-91.4% | $81,382-89.4% | $145,922-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.26% | 34.32%-17.1pp | 24.73%-7.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,799 | $2,978-39.6% | $2,463-27.0% | $4,660-61.4% |
| Participant deferral / active EE | $2,249 | $4,605-51.2% | $3,883-42.1% | $6,688-66.4% |
| Admin fee / account holder | $86 | $8,212-99.0% | $5,768-98.5% | $13,397-99.4% |