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 | $56,619 | $211,958-73.3% | $169,463-66.6% | $135,375-58.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.98% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,713 | $5,120-66.5% | $4,159-58.8% | $4,779-64.1% |
| Participant deferral / active EE | $10,638 | $6,075+75.1% | $5,277+101.6% | $5,609+89.7% |
| Admin fee / account holder | $237 | $11,471-97.9% | $9,109-97.4% | $10,827-97.8% |