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 | $50,279 | $140,588-64.2% | $123,104-59.2% | $125,391-59.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.43% | 16.80%-20.2pp | 13.22%-16.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,322 | $6,041-78.1% | $5,151-74.3% | $4,866-72.8% |
| Participant deferral / active EE | $5,040 | $6,980-27.8% | $6,230-19.1% | $5,352-5.8% |
| Admin fee / account holder | $44 | $11,198-99.6% | $9,015-99.5% | $9,540-99.5% |