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 | $79,364 | $138,065-42.5% | $123,544-35.8% | $135,375-41.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.48% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,501 | $5,151-32.0% | $4,628-24.3% | $4,779-26.7% |
| Participant deferral / active EE | $10,233 | $6,799+50.5% | $6,426+59.3% | $5,609+82.4% |
| Admin fee / account holder | $46 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |