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 | $60,359 | $133,958-54.9% | $112,228-46.2% | $134,475-55.1% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -17.77% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,774 | $4,038-56.1% | $3,635-51.2% | $4,740-62.6% |
| Participant deferral / active EE | $6,227 | $5,291+17.7% | $4,728+31.7% | $6,400-2.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |