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 10-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 | $47,483 | $167,307-71.6% | $143,757-67.0% | $134,475-64.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.17% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,285 | $5,619-59.3% | $4,951-53.9% | $4,740-51.8% |
| Participant deferral / active EE | $4,502 | $6,446-30.2% | $5,637-20.1% | $6,400-29.6% |
| Admin fee / account holder | $161 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |