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 | $67,293 | $158,817-57.6% | $121,196-44.5% | $135,375-50.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.12% | -0.64%-7.5pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,400 | $5,665-40.0% | $4,022-15.5% | $4,779-28.9% |
| Participant deferral / active EE | $5,950 | $4,005+48.6% | $3,344+77.9% | $5,609+6.1% |
| Admin fee / account holder | $184 | $6,512-97.2% | $5,019-96.3% | $10,827-98.3% |