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 | $19,236 | $73,867-74.0% | $143,757-86.6% | $68,494-71.9% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -12.06% | 1.01%-13.1pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,826 | $3,184-42.7% | $4,951-63.1% | $2,596-29.7% |
| Participant deferral / active EE | $2,497 | $3,384-26.2% | $5,637-55.7% | $4,027-38.0% |
| Admin fee / account holder | $113 | $5,755-98.0% | $14,673-99.2% | $5,403-97.9% |