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 | $28,437 | $64,307-55.8% | $57,343-50.4% | $125,391-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.68% | 25.12%-26.8pp | 24.39%-26.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,976 | $3,193-6.8% | $2,689+10.7% | $4,866-38.8% |
| Participant deferral / active EE | $3,291 | $3,848-14.5% | $3,162+4.1% | $5,352-38.5% |
| Admin fee / account holder | $280 | $5,242-94.7% | $3,356-91.6% | $9,540-97.1% |