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 | $97,934 | $78,694+24.4% | $67,652+44.8% | $125,391-21.9% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | 0.14% | 9.46%-9.3pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,593 | $3,044-47.7% | $2,266-29.7% | $4,866-67.3% |
| Participant deferral / active EE | $5,316 | $4,292+23.9% | $3,560+49.4% | $5,352-0.7% |
| Admin fee / account holder | $188 | $7,403-97.5% | $4,821-96.1% | $9,540-98.0% |