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 | $34,678 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.02% | 750.33%-764.3pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,635 | $5,243-11.6% | $4,814-3.7% | $4,740-2.2% |
| Participant deferral / active EE | $8,291 | $7,799+6.3% | $7,446+11.3% | $6,400+29.5% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |