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 | $43,673 | $133,958-67.4% | $112,228-61.1% | $134,475-67.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -16.41% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,928 | $4,038-52.3% | $3,635-46.9% | $4,740-59.3% |
| Participant deferral / active EE | $6,682 | $5,291+26.3% | $4,728+41.3% | $6,400+4.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |