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 | $53,159 | $180,449-70.5% | $154,107-65.5% | $135,375-60.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.40% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,414 | $6,035-26.9% | $5,298-16.7% | $4,779-7.6% |
| Participant deferral / active EE | $2,052 | $5,806-64.7% | $5,081-59.6% | $5,609-63.4% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |