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 9-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 | $106,775 | $95,862+11.4% | $79,550+34.2% | $134,475-20.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.32% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,286 | $3,128+69.0% | $2,413+119.0% | $4,740+11.5% |
| Participant deferral / active EE | $14,500 | $4,693+209.0% | $3,985+263.8% | $6,400+126.6% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |