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 | $215,600 | $180,449+19.5% | $154,107+39.9% | $135,375+59.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.23% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,399 | $6,035-60.3% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $3,139 | $5,806-45.9% | $5,081-38.2% | $5,609-44.0% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |