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 | $58,075 | $64,307-9.7% | $57,343+1.3% | $125,391-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.54% | 25.12%-24.6pp | 24.39%-23.9pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,045 | $3,193-67.3% | $2,689-61.1% | $4,866-78.5% |
| Participant deferral / active EE | $1,045 | $3,848-72.8% | $3,162-67.0% | $5,352-80.5% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |