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 | $65,348 | $52,681+24.0% | $75,781-13.8% | $59,632+9.6% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | -1.60% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,667 | $2,193-24.0% | $3,323-49.8% | $2,203-24.3% |
| Participant deferral / active EE | $3,047 | $2,591+17.6% | $3,651-16.5% | $3,192-4.5% |
| Admin fee / account holder | $14 | $3,610-99.6% | $5,299-99.7% | $4,297-99.7% |