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 8-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 | $17,605 | $53,596-67.2% | $90,645-80.6% | $64,186-72.6% |
| Participation rate | 81.5% | 64.5%+17.0pp | 74.0%+7.5pp | 69.6%+11.9pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,601 | $1,503+6.5% | $2,532-36.8% | $2,381-32.8% |
| Participant deferral / active EE | $2,009 | $2,459-18.3% | $3,425-41.3% | $3,470-42.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |