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 | $27,528 | $92,703-70.3% | $82,719-66.7% | $134,475-79.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.12% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,503 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $2,337 | $4,802-51.3% | $4,395-46.8% | $6,400-63.5% |
| Admin fee / account holder | $199 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |