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 | $121,295 | $138,065-12.1% | $123,544-1.8% | $135,375-10.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.30% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,351 | $5,151-54.4% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $7,951 | $6,799+16.9% | $6,426+23.7% | $5,609+41.8% |
| Admin fee / account holder | -$18 | $10,916-100.2% | $9,284-100.2% | $10,827-100.2% |