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 | $49,083 | $127,386-61.5% | $115,037-57.3% | $125,391-60.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $10,600 | $5,166+105.2% | $4,608+130.0% | $4,866+117.8% |
| Participant deferral / active EE | $4,469 | $6,423-30.4% | $6,026-25.8% | $5,352-16.5% |
| Admin fee / account holder | $23 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |