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 | $43,577 | $87,540-50.2% | $75,781-42.5% | $125,391-65.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.25% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $3,630 | $3,930-7.6% | $3,323+9.2% | $4,866-25.4% |
| Participant deferral / active EE | $7,380 | $4,229+74.5% | $3,651+102.1% | $5,352+37.9% |
| Admin fee / account holder | $248 | $6,502-96.2% | $5,299-95.3% | $9,540-97.4% |