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 | $19,544 | $92,703-78.9% | $82,719-76.4% | $134,475-85.5% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.25% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $404 | $3,274-87.6% | $3,009-86.6% | $4,740-91.5% |
| Participant deferral / active EE | $2,742 | $4,802-42.9% | $4,395-37.6% | $6,400-57.2% |
| Admin fee / account holder | $156 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |