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 | $28,393 | $135,635-79.1% | $110,238-74.2% | $135,375-79.0% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -8.31% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,051 | $4,906-78.6% | $3,826-72.5% | $4,779-78.0% |
| Participant deferral / active EE | $2,251 | $5,506-59.1% | $4,672-51.8% | $5,609-59.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |