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 | $132,703 | $133,958-0.9% | $112,228+18.2% | $134,475-1.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.83% | 47.11%-49.9pp | 27.45%-30.3pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,809 | $4,038-55.2% | $3,635-50.2% | $4,740-61.8% |
| Participant deferral / active EE | $3,254 | $5,291-38.5% | $4,728-31.2% | $6,400-49.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |