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 | $34,544 | $133,958-74.2% | $112,228-69.2% | $134,475-74.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -15.83% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,399 | $5,291-35.7% | $4,728-28.1% | $6,400-46.9% |
| Admin fee / account holder | $203 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |