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 | $95,240 | $167,307-43.1% | $143,757-33.7% | $134,475-29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.09% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,924 | $5,619+58.8% | $4,951+80.2% | $4,740+88.3% |
| Participant deferral / active EE | $6,038 | $6,446-6.3% | $5,637+7.1% | $6,400-5.7% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |