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 | $49,090 | $57,354-14.4% | $83,848-41.5% | $64,186-23.5% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.2pp | 69.6%+7.8pp |
| Annual return | -5.66% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,624 | $2,545-36.2% | $3,631-55.3% | $2,381-31.8% |
| Participant deferral / active EE | $3,822 | $2,993+27.7% | $4,082-6.4% | $3,470+10.1% |
| Admin fee / account holder | $219 | $4,046-94.6% | $5,478-96.0% | $4,888-95.5% |