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 | $5,452 | $88,751-93.9% | $81,812-93.3% | $145,922-96.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.34% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,336 | $3,083-56.7% | $2,912-54.1% | $4,660-71.3% |
| Participant deferral / active EE | $1,336 | $4,643-71.2% | $4,319-69.1% | $6,688-80.0% |
| Admin fee / account holder | $40 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |