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 | $208,255 | $90,600+129.9% | $79,464+162.1% | $135,375+53.8% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -8.52% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $7,882 | $3,068+156.9% | $2,800+181.5% | $4,779+64.9% |
| Participant deferral / active EE | $4,256 | $4,050+5.1% | $3,704+14.9% | $5,609-24.1% |
| Admin fee / account holder | $163 | $5,907-97.2% | $5,113-96.8% | $10,827-98.5% |