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 | $34,528 | $133,958-74.2% | $112,228-69.2% | $134,475-74.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.82% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,104 | $4,038+1.6% | $3,635+12.9% | $4,740-13.4% |
| Participant deferral / active EE | $6,135 | $5,291+16.0% | $4,728+29.8% | $6,400-4.1% |
| Admin fee / account holder | $295 | $7,489-96.1% | $6,410-95.4% | $11,426-97.4% |