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 | $29,567 | $100,754-70.7% | $86,677-65.9% | $134,475-78.0% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -15.90% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,702 | $5,338+44.3% | $4,656+65.4% | $6,400+20.3% |
| Admin fee / account holder | $168 | $10,926-98.5% | $7,493-97.8% | $11,426-98.5% |