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 | $59,522 | $62,586-4.9% | $76,768-22.5% | $64,186-7.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,086 | $1,832+123.0% | $2,485+64.4% | $2,381+71.6% |
| Participant deferral / active EE | $5,108 | $3,145+62.4% | $3,852+32.6% | $3,470+47.2% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |