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 7-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 | $35,294 | $142,344-75.2% | $119,609-70.5% | $134,475-73.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.97% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,962 | $5,222-62.4% | $4,232-53.6% | $4,740-58.6% |
| Participant deferral / active EE | $5,136 | $6,469-20.6% | $5,602-8.3% | $6,400-19.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |