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 9-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 | $21,729 | $92,703-76.6% | $82,719-73.7% | $134,475-83.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.48% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,202 | $3,274-63.3% | $3,009-60.0% | $4,740-74.6% |
| Participant deferral / active EE | $5,542 | $4,802+15.4% | $4,395+26.1% | $6,400-13.4% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |