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 | $43,452 | $135,635-68.0% | $110,238-60.6% | $135,375-67.9% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -1.45% | 513.19%-514.6pp | 314.74%-316.2pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,278 | $4,906-74.0% | $3,826-66.6% | $4,779-73.3% |
| Participant deferral / active EE | $5,197 | $5,506-5.6% | $4,672+11.2% | $5,609-7.3% |
| Admin fee / account holder | $93 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |