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 | $58,080 | $72,404-19.8% | $110,238-47.3% | $64,186-9.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.34% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,070 | $2,282-9.3% | $3,826-45.9% | $2,381-13.0% |
| Participant deferral / active EE | $3,467 | $3,469-0.1% | $4,672-25.8% | $3,470-0.1% |
| Admin fee / account holder | $39 | $5,664-99.3% | $8,547-99.5% | $4,888-99.2% |