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 7-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 | $43,718 | $190,805-77.1% | $159,960-72.7% | $134,475-67.5% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -15.36% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,328 | $4,995-73.4% | $4,226-68.6% | $4,740-72.0% |
| Participant deferral / active EE | $4,170 | $6,923-39.8% | $6,182-32.6% | $6,400-34.8% |
| Admin fee / account holder | $168 | $10,471-98.4% | $8,698-98.1% | $11,426-98.5% |