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 | $73,157 | $78,694-7.0% | $67,652+8.1% | $125,391-41.7% |
| Participation rate | 82.4% | 78.8%+3.5pp | 75.7%+6.7pp | 83.2%-0.8pp |
| Annual return | -1.44% | 9.46%-10.9pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,729 | $3,044-43.2% | $2,266-23.7% | $4,866-64.5% |
| Participant deferral / active EE | $4,040 | $4,292-5.9% | $3,560+13.5% | $5,352-24.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |