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 | $25,119 | $167,307-85.0% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,238 | $5,619-6.8% | $4,951+5.8% | $4,740+10.5% |
| Participant deferral / active EE | $3,355 | $6,446-48.0% | $5,637-40.5% | $6,400-47.6% |
| Admin fee / account holder | $153 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |