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 | $34,902 | $77,813-55.1% | $123,544-71.7% | $64,186-45.6% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -7.59% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,858 | $3,014-38.3% | $4,628-59.8% | $2,381-22.0% |
| Participant deferral / active EE | $2,761 | $5,240-47.3% | $6,426-57.0% | $3,470-20.4% |
| Admin fee / account holder | $165 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |