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 | $47,971 | $82,664-42.0% | $125,339-61.7% | $68,494-30.0% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,493 | $3,381+3.3% | $4,814-27.4% | $2,596+34.5% |
| Participant deferral / active EE | $7,269 | $6,110+19.0% | $7,446-2.4% | $4,027+80.5% |
| Admin fee / account holder | $285 | $6,275-95.5% | $10,010-97.2% | $5,403-94.7% |