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 | $74,973 | $117,690-36.3% | $71,735+4.5% | $134,475-44.2% |
| Participation rate | 91.7% | 68.8%+22.8pp | 62.3%+29.4pp | 81.2%+10.4pp |
| Annual return | -20.15% | 25.44%-45.6pp | 9.14%-29.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,350 | $2,525-46.5% | $1,704-20.8% | $4,740-71.5% |
| Participant deferral / active EE | $9,064 | $3,759+141.1% | $2,658+241.0% | $6,400+41.6% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |