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 | $70,480 | $52,903+33.2% | $73,307-3.9% | $59,632+18.2% |
| Participation rate | 73.8% | 68.2%+5.6pp | 74.9%-1.1pp | 68.7%+5.1pp |
| Annual return | -1.62% | 12.20%-13.8pp | 5.67%-7.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $331 | $1,909-82.6% | $3,237-89.8% | $2,203-85.0% |
| Participant deferral / active EE | $3,673 | $4,069-9.7% | $4,991-26.4% | $3,192+15.1% |
| Admin fee / account holder | $35 | $3,834-99.1% | $5,637-99.4% | $4,297-99.2% |