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 | $32,824 | $84,402-61.1% | $61,373-46.5% | $134,475-75.6% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -16.15% | 584.55%-600.7pp | 338.61%-354.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,060 | $1,544-31.4% | $1,159-8.6% | $4,740-77.6% |
| Participant deferral / active EE | $3,198 | $2,819+13.5% | $2,125+50.5% | $6,400-50.0% |
| Admin fee / account holder | $121 | $2,585-95.3% | $2,130-94.3% | $11,426-98.9% |