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 | $39,264 | $211,958-81.5% | $169,463-76.8% | $135,375-71.0% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -7.46% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,777 | $5,120-65.3% | $4,159-57.3% | $4,779-62.8% |
| Participant deferral / active EE | $3,694 | $6,075-39.2% | $5,277-30.0% | $5,609-34.1% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |