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 | $76,739 | $138,044-44.4% | $125,339-38.8% | $134,475-42.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -8.73% | 750.33%-759.1pp | 572.05%-580.8pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,278 | $5,243-56.6% | $4,814-52.7% | $4,740-51.9% |
| Participant deferral / active EE | $3,016 | $7,799-61.3% | $7,446-59.5% | $6,400-52.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |