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 | $133,316 | $140,588-5.2% | $123,104+8.3% | $125,391+6.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.62% | 16.80%-18.4pp | 13.22%-14.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $20,547 | $6,041+240.1% | $5,151+298.9% | $4,866+322.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $90 | $11,198-99.2% | $9,015-99.0% | $9,540-99.1% |