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 | $74,637 | $167,307-55.4% | $143,757-48.1% | $134,475-44.5% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | -11.83% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,750 | $5,619-68.8% | $4,951-64.6% | $4,740-63.1% |
| Participant deferral / active EE | $5,066 | $6,446-21.4% | $5,637-10.1% | $6,400-20.8% |
| Admin fee / account holder | $122 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |