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 9-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 | $66,333 | $95,862-30.8% | $79,550-16.6% | $134,475-50.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -16.66% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,219 | $3,128+2.9% | $2,413+33.4% | $4,740-32.1% |
| Participant deferral / active EE | $8,490 | $4,693+80.9% | $3,985+113.1% | $6,400+32.7% |
| Admin fee / account holder | $8 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |