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 | $56,701 | $140,588-59.7% | $123,104-53.9% | $125,391-54.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.06% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $12,182 | $6,041+101.6% | $5,151+136.5% | $4,866+150.3% |
| Participant deferral / active EE | $4,408 | $6,980-36.8% | $6,230-29.2% | $5,352-17.6% |
| Admin fee / account holder | $184 | $11,198-98.4% | $9,015-98.0% | $9,540-98.1% |