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 | $55,527 | $99,032-43.9% | $80,019-30.6% | $135,375-59.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -7.20% | 15.39%-22.6pp | 11.22%-18.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,437 | $3,043-52.8% | $2,468-41.8% | $4,779-69.9% |
| Participant deferral / active EE | $6,514 | $4,282+52.1% | $3,686+76.7% | $5,609+16.1% |
| Admin fee / account holder | $138 | $10,436-98.7% | $6,521-97.9% | $10,827-98.7% |