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 | $26,117 | $92,703-71.8% | $82,719-68.4% | $134,475-80.6% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -14.69% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,381 | $3,274+64.4% | $3,009+78.8% | $4,740+13.5% |
| Participant deferral / active EE | $1,253 | $4,802-73.9% | $4,395-71.5% | $6,400-80.4% |
| Admin fee / account holder | $21 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |