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 | $19,281 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -19.40% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,640 | $3,274-49.9% | $3,009-45.5% | $4,740-65.4% |
| Participant deferral / active EE | $3,353 | $4,802-30.2% | $4,395-23.7% | $6,400-47.6% |
| Admin fee / account holder | $91 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |