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 7-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 | $25,263 | $138,044-81.7% | $125,339-79.8% | $134,475-81.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -20.64% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,118 | $7,799+16.9% | $7,446+22.5% | $6,400+42.5% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |