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 | $161,999 | $92,703+74.8% | $82,719+95.8% | $134,475+20.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.72% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,497 | $3,274-23.7% | $3,009-17.0% | $4,740-47.3% |
| Participant deferral / active EE | $8,025 | $4,802+67.1% | $4,395+82.6% | $6,400+25.4% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |