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 | $56,277 | $140,588-60.0% | $123,104-54.3% | $125,391-55.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.36% | 16.80%-19.2pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $12,650 | $6,041+109.4% | $5,151+145.6% | $4,866+160.0% |
| Participant deferral / active EE | $5,510 | $6,980-21.1% | $6,230-11.6% | $5,352+3.0% |
| Admin fee / account holder | $133 | $11,198-98.8% | $9,015-98.5% | $9,540-98.6% |