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 | $61,665 | $158,817-61.2% | $121,196-49.1% | $135,375-54.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.34% | -0.64%-4.7pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,189 | $5,665-43.7% | $4,022-20.7% | $4,779-33.3% |
| Participant deferral / active EE | $5,503 | $4,005+37.4% | $3,344+64.5% | $5,609-1.9% |
| Admin fee / account holder | $11 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |