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 | $41,890 | $43,723-4.2% | $121,196-65.4% | $64,186-34.7% |
| Participation rate | 70.4% | 58.3%+12.0pp | 71.7%-1.4pp | 69.6%+0.8pp |
| Annual return | -6.84% | 68.91%-75.7pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,597 | $1,296+23.2% | $4,022-60.3% | $2,381-32.9% |
| Participant deferral / active EE | $1,029 | $2,280-54.9% | $3,344-69.2% | $3,470-70.3% |
| Admin fee / account holder | $1 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |