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 | $52,140 | $211,958-75.4% | $169,463-69.2% | $135,375-61.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.74% | 3.26%-12.0pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,712 | $5,120-47.0% | $4,159-34.8% | $4,779-43.2% |
| Participant deferral / active EE | $2,863 | $6,075-52.9% | $5,277-45.7% | $5,609-49.0% |
| Admin fee / account holder | $32 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |