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 | $30,556 | $67,331-54.6% | $60,874-49.8% | $134,475-77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.94% | 49.93%-63.9pp | 16.90%-30.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,309 | $3,096-25.4% | $2,701-14.5% | $4,740-51.3% |
| Participant deferral / active EE | $1,403 | $4,538-69.1% | $3,817-63.2% | $6,400-78.1% |
| Admin fee / account holder | $37 | $4,582-99.2% | $3,224-98.9% | $11,426-99.7% |