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 | $60,961 | $167,484-63.6% | $151,611-59.8% | $134,475-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.71% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $12,204 | $6,829+78.7% | $6,166+97.9% | $4,740+157.5% |
| Participant deferral / active EE | $14,428 | $8,986+60.6% | $8,363+72.5% | $6,400+125.4% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |