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 | $62,076 | $142,344-56.4% | $119,609-48.1% | $134,475-53.8% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.3%-2.0pp | 81.2%-3.9pp |
| Annual return | -16.01% | -12.44%-3.6pp | -14.97%-1.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,354 | $5,222-74.1% | $4,232-68.0% | $4,740-71.4% |
| Participant deferral / active EE | $2,354 | $6,469-63.6% | $5,602-58.0% | $6,400-63.2% |
| Admin fee / account holder | $55 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |