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 | $111,388 | $167,484-33.5% | $151,611-26.5% | $134,475-17.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -12.99% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,320 | $6,829-66.0% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $8,713 | $8,986-3.0% | $8,363+4.2% | $6,400+36.1% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |