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 | $44,150 | $160,055-72.4% | $140,016-68.5% | $135,375-67.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -8.20% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,212 | $6,420-65.6% | $5,606-60.5% | $4,779-53.7% |
| Participant deferral / active EE | $5,521 | $7,642-27.7% | $6,927-20.3% | $5,609-1.6% |
| Admin fee / account holder | $100 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |