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 | $58,828 | $167,484-64.9% | $151,611-61.2% | $134,475-56.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -20.13% | 7.80%-27.9pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,986 | $8,986+11.1% | $8,363+19.4% | $6,400+56.0% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.5% | $11,426-99.4% |