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 6-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 | $27,907 | $92,703-69.9% | $82,719-66.3% | $134,475-79.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -15.13% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,238 | $3,274-62.2% | $3,009-58.8% | $4,740-73.9% |
| Participant deferral / active EE | $3,428 | $4,802-28.6% | $4,395-22.0% | $6,400-46.4% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |