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 9-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 | $40,742 | $138,044-70.5% | $125,339-67.5% | $134,475-69.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,301 | $5,243-75.2% | $4,814-73.0% | $4,740-72.6% |
| Participant deferral / active EE | $7,802 | $7,7990% | $7,446+4.8% | $6,400+21.9% |
| Admin fee / account holder | $202 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |