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 | $165,907 | $138,044+20.2% | $125,339+32.4% | $134,475+23.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.06% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $11,886 | $5,243+126.7% | $4,814+146.9% | $4,740+150.8% |
| Participant deferral / active EE | $4,829 | $7,799-38.1% | $7,446-35.1% | $6,400-24.5% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |