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 | $28,143 | $90,600-68.9% | $79,464-64.6% | $135,375-79.2% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -9.40% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,783 | $3,068-41.9% | $2,800-36.3% | $4,779-62.7% |
| Participant deferral / active EE | $5,807 | $4,050+43.4% | $3,704+56.8% | $5,609+3.5% |
| Admin fee / account holder | $2 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |