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 | $91,775 | $167,307-45.1% | $143,757-36.2% | $134,475-31.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -19.59% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,843 | $5,619-67.2% | $4,951-62.8% | $4,740-61.1% |
| Participant deferral / active EE | $5,019 | $6,446-22.1% | $5,637-11.0% | $6,400-21.6% |
| Admin fee / account holder | $179 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |