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 | $110,770 | $127,386-13.0% | $115,037-3.7% | $125,391-11.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.07% | 31.28%-34.4pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,638 | $5,166-10.2% | $4,608+0.7% | $4,866-4.7% |
| Participant deferral / active EE | $9,041 | $6,423+40.8% | $6,026+50.0% | $5,352+68.9% |
| Admin fee / account holder | $251 | $9,516-97.4% | $8,175-96.9% | $9,540-97.4% |