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 | $102,317 | $92,222+10.9% | $76,768+33.3% | $135,375-24.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.51% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,824 | $3,216-43.3% | $2,485-26.6% | $4,779-61.8% |
| Participant deferral / active EE | $4,006 | $4,509-11.2% | $3,852+4.0% | $5,609-28.6% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |