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 6-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 | $73,155 | $110,094-33.6% | $151,611-51.7% | $68,494+6.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 87.5%-8.9pp | 67.9%+10.7pp |
| Annual return | -8.87% | -10.12%+1.3pp | 3.33%-12.2pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,751 | $4,471-38.5% | $6,166-55.4% | $2,596+6.0% |
| Participant deferral / active EE | $7,886 | $6,527+20.8% | $8,363-5.7% | $4,027+95.8% |
| Admin fee / account holder | $66 | $7,719-99.1% | $11,616-99.4% | $5,403-98.8% |