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 | $22,767 | $73,867-69.2% | $143,757-84.2% | $68,494-66.8% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -7.93% | 1.01%-8.9pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,648 | $3,184-48.3% | $4,951-66.7% | $2,596-36.5% |
| Participant deferral / active EE | $2,312 | $3,384-31.7% | $5,637-59.0% | $4,027-42.6% |
| Admin fee / account holder | $37 | $5,755-99.4% | $14,673-99.7% | $5,403-99.3% |