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 | $58,634 | $167,307-65.0% | $143,757-59.2% | $134,475-56.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.10% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,711 | $5,619-69.6% | $4,951-65.4% | $4,740-63.9% |
| Participant deferral / active EE | $3,807 | $6,446-40.9% | $5,637-32.5% | $6,400-40.5% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |