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 | $91,697 | $167,484-45.3% | $151,611-39.5% | $134,475-31.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.52% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,817 | $6,829-73.4% | $6,166-70.5% | $4,740-61.7% |
| Participant deferral / active EE | $9,189 | $8,986+2.3% | $8,363+9.9% | $6,400+43.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |