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 | $67,759 | $133,958-49.4% | $112,228-39.6% | $134,475-49.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.3pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,391 | $4,038-40.8% | $3,635-34.2% | $4,740-49.5% |
| Participant deferral / active EE | $7,853 | $5,291+48.4% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $214 | $7,489-97.1% | $6,410-96.7% | $11,426-98.1% |