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 8-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 | $59,797 | $167,484-64.3% | $151,611-60.6% | $134,475-55.5% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -8.88% | 7.80%-16.7pp | 3.33%-12.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,385 | $6,829-50.4% | $6,166-45.1% | $4,740-28.6% |
| Participant deferral / active EE | $13,726 | $8,986+52.8% | $8,363+64.1% | $6,400+114.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |