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 10-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 | $17,771 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -6.02% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $969 | $3,351-71.1% | $5,298-81.7% | $2,381-59.3% |
| Participant deferral / active EE | $1,060 | $3,175-66.6% | $5,081-79.1% | $3,470-69.5% |
| Admin fee / account holder | $154 | $5,596-97.2% | $13,411-98.9% | $4,888-96.8% |