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 | $162,165 | $180,449-10.1% | $154,107+5.2% | $135,375+19.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.84% | 888.09%-890.9pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $20,169 | $6,035+234.2% | $5,298+280.7% | $4,779+322.0% |
| Participant deferral / active EE | $10,219 | $5,806+76.0% | $5,081+101.1% | $5,609+82.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |