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 | $115,563 | $93,024+24.2% | $77,024+50.0% | $134,475-14.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -17.26% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,715 | $3,418-49.8% | $2,812-39.0% | $4,740-63.8% |
| Participant deferral / active EE | $9,429 | $5,238+80.0% | $4,426+113.0% | $6,400+47.3% |
| Admin fee / account holder | $283 | $6,944-95.9% | $5,425-94.8% | $11,426-97.5% |