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 | $33,304 | $138,044-75.9% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.16% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,372 | $5,243-54.8% | $4,814-50.7% | $4,740-50.0% |
| Participant deferral / active EE | $3,333 | $7,799-57.3% | $7,446-55.2% | $6,400-47.9% |
| Admin fee / account holder | $139 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |