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 4-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 | $16,939 | $48,265-64.9% | $68,791-75.4% | $68,494-75.3% |
| Participation rate | 71.0% | 60.7%+10.3pp | 69.0%+1.9pp | 67.9%+3.1pp |
| Annual return | -17.27% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,929 | $1,829+5.5% | $2,655-27.4% | $2,596-25.7% |
| Participant deferral / active EE | $3,938 | $2,867+37.4% | $3,941-0.1% | $4,027-2.2% |
| Admin fee / account holder | $102 | $4,355-97.7% | $4,932-97.9% | $5,403-98.1% |