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 7-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 | $95,915 | $100,754-4.8% | $86,677+10.7% | $134,475-28.7% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -7.67% | 29.04%-36.7pp | 35.91%-43.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,708 | $3,489-51.1% | $2,836-39.8% | $4,740-64.0% |
| Participant deferral / active EE | $3,133 | $5,338-41.3% | $4,656-32.7% | $6,400-51.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |