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 | $44,950 | $138,044-67.4% | $125,339-64.1% | $134,475-66.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.09% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,297 | $5,243-37.1% | $4,814-31.5% | $4,740-30.4% |
| Participant deferral / active EE | $6,215 | $7,799-20.3% | $7,446-16.5% | $6,400-2.9% |
| Admin fee / account holder | $69 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |