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 | $64,556 | $131,829-51.0% | $108,579-40.5% | $273,961-76.4% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | 7.31% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,504 | $5,127-51.2% | $4,311-41.9% | $5,287-52.6% |
| Admin fee / account holder | $297 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |