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 | $20,921 | $190,805-89.0% | $159,960-86.9% | $134,475-84.4% |
| Participation rate | 95.2% | 81.9%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -11.78% | 552.23%-564.0pp | 408.60%-420.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $5,003 | $4,995+0.2% | $4,226+18.4% | $4,740+5.6% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $173 | $10,471-98.3% | $8,698-98.0% | $11,426-98.5% |