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 | $63,907 | $92,222-30.7% | $76,768-16.8% | $135,375-52.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.97% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,277 | $3,216-29.2% | $2,485-8.4% | $4,779-52.4% |
| Participant deferral / active EE | $16,471 | $4,509+265.3% | $3,852+327.6% | $5,609+193.7% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |