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 | $139,374 | $94,529+47.4% | $140,016-0.5% | $64,186+117.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -1.48% | 7.77%-9.3pp | 651.12%-652.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $3,436 | $3,812-9.9% | $5,606-38.7% | $2,381+44.3% |
| Participant deferral / active EE | $9,510 | $5,250+81.1% | $6,927+37.3% | $3,470+174.1% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |