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 9-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 | $71,128 | $138,044-48.5% | $125,339-43.3% | $134,475-47.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.37% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,050 | $5,243-41.8% | $4,814-36.6% | $4,740-35.7% |
| Participant deferral / active EE | $9,769 | $7,799+25.3% | $7,446+31.2% | $6,400+52.6% |
| Admin fee / account holder | $99 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |