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 | $94,946 | $92,222+3.0% | $76,768+23.7% | $135,375-29.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -5.80% | 5.46%-11.3pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,215 | $3,216-31.1% | $2,485-10.9% | $4,779-53.7% |
| Participant deferral / active EE | $8,556 | $4,509+89.8% | $3,852+122.1% | $5,609+52.5% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |