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 | $59,567 | $142,344-58.2% | $119,609-50.2% | $134,475-55.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.08% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,732 | $5,222-28.5% | $4,232-11.8% | $4,740-21.3% |
| Participant deferral / active EE | $6,569 | $6,469+1.5% | $5,602+17.3% | $6,400+2.7% |
| Admin fee / account holder | $264 | $13,584-98.1% | $10,323-97.4% | $11,426-97.7% |