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 | $17,596 | $97,757-82.0% | $83,848-79.0% | $135,375-87.0% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -3.60% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,498 | $4,222-64.5% | $3,631-58.7% | $4,779-68.7% |
| Participant deferral / active EE | $2,060 | $4,682-56.0% | $4,082-49.5% | $5,609-63.3% |
| Admin fee / account holder | $61 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |