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 | $73,381 | $168,632-56.5% | $147,614-50.3% | $125,391-41.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.72% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $3,987 | $6,252-36.2% | $5,564-28.4% | $4,866-18.1% |
| Participant deferral / active EE | $7,519 | $5,507+36.5% | $4,895+53.6% | $5,352+40.5% |
| Admin fee / account holder | $286 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |