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 8-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 | $11,239 | $69,518-83.8% | $59,878-81.2% | $135,375-91.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,897 | $3,235-41.3% | $2,722-30.3% | $4,779-60.3% |
| Participant deferral / active EE | $6,623 | $4,206+57.5% | $3,402+94.7% | $5,609+18.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |