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 8-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 | $35,654 | $92,703-61.5% | $82,719-56.9% | $134,475-73.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -16.10% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,775 | $4,802+82.7% | $4,395+99.7% | $6,400+37.1% |
| Admin fee / account holder | $2 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |