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 9-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 | $24,482 | $73,867-66.9% | $143,757-83.0% | $68,494-64.3% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -16.69% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,721 | $3,184-14.6% | $4,951-45.0% | $2,596+4.8% |
| Participant deferral / active EE | $2,906 | $3,384-14.1% | $5,637-48.5% | $4,027-27.9% |
| Admin fee / account holder | $50 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |