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 | $140,008 | $110,094+27.2% | $151,611-7.7% | $68,494+104.4% |
| Participation rate | 73.3% | 84.0%-10.6pp | 87.5%-14.2pp | 67.9%+5.4pp |
| Annual return | -14.76% | -10.12%-4.6pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,469 | $4,471-67.2% | $6,166-76.2% | $2,596-43.4% |
| Participant deferral / active EE | $6,259 | $6,527-4.1% | $8,363-25.2% | $4,027+55.4% |
| Admin fee / account holder | $12 | $7,719-99.8% | $11,616-99.9% | $5,403-99.8% |