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 | $24,200 | $76,000-68.2% | $154,107-84.3% | $64,186-62.3% |
| Participation rate | 85.1% | 70.4%+14.6pp | 83.0%+2.0pp | 69.6%+15.5pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,979 | $3,351-11.1% | $5,298-43.8% | $2,381+25.1% |
| Participant deferral / active EE | $3,109 | $3,175-2.1% | $5,081-38.8% | $3,470-10.4% |
| Admin fee / account holder | $241 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |