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 | $118,135 | $138,044-14.4% | $125,339-5.7% | $134,475-12.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.52% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,987 | $5,243-24.0% | $4,814-17.2% | $4,740-15.9% |
| Participant deferral / active EE | $4,984 | $7,799-36.1% | $7,446-33.1% | $6,400-22.1% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |