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 | $24,941 | $95,971-74.0% | $74,550-66.5% | $135,375-81.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -2.37% | 56.96%-59.3pp | 32.53%-34.9pp | 519.73%-522.1pp |
| Employer contribution / active EE | $331 | $2,716-87.8% | $1,961-83.1% | $4,779-93.1% |
| Participant deferral / active EE | $5,168 | $3,843+34.5% | $3,108+66.3% | $5,609-7.9% |
| Admin fee / account holder | $214 | $6,522-96.7% | $5,060-95.8% | $10,827-98.0% |