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 | $27,727 | $142,344-80.5% | $119,609-76.8% | $134,475-79.4% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -6.85% | -12.44%+5.6pp | -14.97%+8.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,338 | $5,222-55.2% | $4,232-44.8% | $4,740-50.7% |
| Participant deferral / active EE | $5,924 | $6,469-8.4% | $5,602+5.7% | $6,400-7.4% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |