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 | $48,819 | $110,094-55.7% | $151,611-67.8% | $68,494-28.7% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -15.12% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,606 | $4,471-41.7% | $6,166-57.7% | $2,596+0.4% |
| Participant deferral / active EE | $5,094 | $6,527-22.0% | $8,363-39.1% | $4,027+26.5% |
| Admin fee / account holder | $257 | $7,719-96.7% | $11,616-97.8% | $5,403-95.2% |