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 | $42,938 | $76,000-43.5% | $154,107-72.1% | $64,186-33.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -3.89% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,287 | $3,351-61.6% | $5,298-75.7% | $2,381-45.9% |
| Participant deferral / active EE | $1,287 | $3,175-59.5% | $5,081-74.7% | $3,470-62.9% |
| Admin fee / account holder | $24 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |