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 | $41,885 | $138,065-69.7% | $123,544-66.1% | $135,375-69.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.08% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,525 | $5,151+26.7% | $4,628+41.0% | $4,779+36.5% |
| Participant deferral / active EE | $10,538 | $6,799+55.0% | $6,426+64.0% | $5,609+87.9% |
| Admin fee / account holder | $3 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |