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 8-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 | $80,956 | $167,484-51.7% | $151,611-46.6% | $134,475-39.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.06% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $7,376 | $6,829+8.0% | $6,166+19.6% | $4,740+55.6% |
| Participant deferral / active EE | $9,200 | $8,986+2.4% | $8,363+10.0% | $6,400+43.8% |
| Admin fee / account holder | $250 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |