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 9-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 | $128,252 | $167,307-23.3% | $143,757-10.8% | $134,475-4.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.49% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,578 | $5,619-18.5% | $4,951-7.5% | $4,740-3.4% |
| Participant deferral / active EE | $9,372 | $6,446+45.4% | $5,637+66.3% | $6,400+46.4% |
| Admin fee / account holder | $281 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |