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 | $24,735 | $82,664-70.1% | $125,339-80.3% | $68,494-63.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,861 | $3,381+43.8% | $4,814+1.0% | $2,596+87.2% |
| Participant deferral / active EE | $8,401 | $6,110+37.5% | $7,446+12.8% | $4,027+108.6% |
| Admin fee / account holder | $70 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |