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 | $45,345 | $190,805-76.2% | $159,960-71.7% | $134,475-66.3% |
| Participation rate | 72.7% | 81.9%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -12.38% | 552.23%-564.6pp | 408.60%-421.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,143 | $4,995-57.1% | $4,226-49.3% | $4,740-54.8% |
| Participant deferral / active EE | $3,853 | $6,923-44.4% | $6,182-37.7% | $6,400-39.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |