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 | $117,704 | $107,791+9.2% | $90,645+29.9% | $135,375-13.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.76% | -0.90%-4.9pp | 1.88%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,808 | $3,018+191.9% | $2,532+247.9% | $4,779+84.3% |
| Participant deferral / active EE | $13,489 | $3,872+248.4% | $3,425+293.9% | $5,609+140.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |