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 | $23,087 | $97,757-76.4% | $83,848-72.5% | $135,375-82.9% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -6.67% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,607 | $4,222+32.8% | $3,631+54.4% | $4,779+17.3% |
| Participant deferral / active EE | $1,764 | $4,682-62.3% | $4,082-56.8% | $5,609-68.6% |
| Admin fee / account holder | $107 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |