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 | $172,151 | $140,588+22.5% | $123,104+39.8% | $125,391+37.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.39% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $5,195 | $6,041-14.0% | $5,151+0.8% | $4,866+6.8% |
| Participant deferral / active EE | $7,317 | $6,980+4.8% | $6,230+17.5% | $5,352+36.7% |
| Admin fee / account holder | $10 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |