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 | $38,073 | $97,757-61.1% | $83,848-54.6% | $135,375-71.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.02% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $845 | $4,222-80.0% | $3,631-76.7% | $4,779-82.3% |
| Participant deferral / active EE | $1,631 | $4,682-65.2% | $4,082-60.0% | $5,609-70.9% |
| Admin fee / account holder | -$15 | $6,674-100.2% | $5,478-100.3% | $10,827-100.1% |