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 | $64,971 | $106,543-39.0% | $91,220-28.8% | $134,475-51.7% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -15.18% | 160.60%-175.8pp | 114.01%-129.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,905 | $3,331-42.8% | $2,850-33.2% | $4,740-59.8% |
| Participant deferral / active EE | $4,082 | $4,719-13.5% | $4,234-3.6% | $6,400-36.2% |
| Admin fee / account holder | $280 | $6,231-95.5% | $5,420-94.8% | $11,426-97.5% |