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 | $25,497 | $87,540-70.9% | $75,781-66.4% | $125,391-79.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.19% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $3,148 | $3,930-19.9% | $3,323-5.3% | $4,866-35.3% |
| Participant deferral / active EE | $2,841 | $4,229-32.8% | $3,651-22.2% | $5,352-46.9% |
| Admin fee / account holder | $184 | $6,502-97.2% | $5,299-96.5% | $9,540-98.1% |