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 | $67,114 | $167,307-59.9% | $143,757-53.3% | $134,475-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,784 | $5,619-50.4% | $4,951-43.8% | $4,740-41.3% |
| Participant deferral / active EE | $7,841 | $6,446+21.6% | $5,637+39.1% | $6,400+22.5% |
| Admin fee / account holder | $81 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |