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 | $64,412 | $95,971-32.9% | $74,550-13.6% | $135,375-52.4% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -4.98% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $778 | $2,716-71.4% | $1,961-60.3% | $4,779-83.7% |
| Participant deferral / active EE | $4,468 | $3,843+16.2% | $3,108+43.8% | $5,609-20.3% |
| Admin fee / account holder | $72 | $6,522-98.9% | $5,060-98.6% | $10,827-99.3% |