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 | $64,658 | $167,484-61.4% | $151,611-57.4% | $134,475-51.9% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -16.85% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,483 | $8,986+27.8% | $8,363+37.3% | $6,400+79.4% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |