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 | $5,777 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 24.19% | 345.14%-321.0pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,080 | $2,854-62.2% | $2,721-60.3% | $4,299-74.9% |
| Participant deferral / active EE | $1,518 | $4,454-65.9% | $4,175-63.6% | $6,507-76.7% |
| Admin fee / account holder | $14 | $5,568-99.8% | $5,349-99.7% | $12,624-99.9% |