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 | $77,803 | $113,935-31.7% | $94,224-17.4% | $125,391-38.0% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 0.71% | 5.29%-4.6pp | 10.68%-10.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,689 | $4,727-64.3% | $3,587-52.9% | $4,866-65.3% |
| Participant deferral / active EE | $2,218 | $5,179-57.2% | $4,320-48.7% | $5,352-58.6% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |