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 | $56,343 | $138,044-59.2% | $125,339-55.0% | $134,475-58.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -10.10% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,192 | $5,243-58.2% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $4,899 | $7,799-37.2% | $7,446-34.2% | $6,400-23.5% |
| Admin fee / account holder | $275 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |