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 | $62,403 | $127,100-50.9% | $105,738-41.0% | $135,375-53.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -6.82% | 4.49%-11.3pp | 6.27%-13.1pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,397 | $4,107-17.3% | $3,268+3.9% | $4,779-28.9% |
| Participant deferral / active EE | $10,004 | $5,064+97.5% | $4,080+145.2% | $5,609+78.4% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |