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 4-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 | $10,735 | $54,350-80.2% | $82,719-87.0% | $68,494-84.3% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | 31.15% | -13.67%+44.8pp | 701.18%-670.0pp | -7.84%+39.0pp |
| Employer contribution / active EE | $1,784 | $2,218-19.6% | $3,009-40.7% | $2,596-31.3% |
| Participant deferral / active EE | $2,681 | $3,246-17.4% | $4,395-39.0% | $4,027-33.4% |
| Admin fee / account holder | $49 | $4,395-98.9% | $5,329-99.1% | $5,403-99.1% |