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 | $31,568 | $97,757-67.7% | $83,848-62.4% | $135,375-76.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.80% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,191 | $4,222-48.1% | $3,631-39.7% | $4,779-54.2% |
| Participant deferral / active EE | $4,416 | $4,682-5.7% | $4,082+8.2% | $5,609-21.3% |
| Admin fee / account holder | $147 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |