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 | $40,101 | $135,635-70.4% | $110,238-63.6% | $135,375-70.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.22% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,857 | $4,906-21.4% | $3,826+0.8% | $4,779-19.3% |
| Participant deferral / active EE | $2,244 | $5,506-59.2% | $4,672-52.0% | $5,609-60.0% |
| Admin fee / account holder | $240 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |