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 | $1,727 | $76,738-97.7% | $56,411-96.9% | $145,922-98.8% |
| Participation rate | 89.5% | 63.2%+26.3pp | 52.5%+37.0pp | 80.3%+9.2pp |
| Annual return | 15.59% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $404 | $1,380-70.7% | $1,039-61.1% | $4,660-91.3% |
| Participant deferral / active EE | $638 | $2,623-75.7% | $1,952-67.3% | $6,688-90.5% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |