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 4-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 | $23,358 | $138,044-83.1% | $125,339-81.4% | $134,475-82.6% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -17.69% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,545 | $5,243-70.5% | $4,814-67.9% | $4,740-67.4% |
| Participant deferral / active EE | $4,634 | $7,799-40.6% | $7,446-37.8% | $6,400-27.6% |
| Admin fee / account holder | $221 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |