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 | $242,776 | $105,860+129.3% | $90,749+167.5% | $134,475+80.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -14.45% | -11.01%-3.4pp | -12.16%-2.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,237 | $3,462-64.3% | $2,921-57.6% | $4,740-73.9% |
| Participant deferral / active EE | $3,157 | $5,216-39.5% | $4,564-30.8% | $6,400-50.7% |
| Admin fee / account holder | $13 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |