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 | $80,637 | $158,817-49.2% | $121,196-33.5% | $135,375-40.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.09% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,209 | $5,665-8.0% | $4,022+29.5% | $4,779+9.0% |
| Participant deferral / active EE | $9,728 | $4,005+142.9% | $3,344+190.9% | $5,609+73.4% |
| Admin fee / account holder | $296 | $6,512-95.5% | $5,019-94.1% | $10,827-97.3% |