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 5-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 | $11,220 | $99,640-88.7% | $86,436-87.0% | $134,475-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.25% | 6782.58%-6797.8pp | 4394.89%-4410.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,271 | $4,400-2.9% | $3,769+13.3% | $4,740-9.9% |
| Participant deferral / active EE | $7,528 | $7,246+3.9% | $6,952+8.3% | $6,400+17.6% |
| Admin fee / account holder | $19 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |