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 | $140,832 | $138,065+2.0% | $123,544+14.0% | $135,375+4.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.86% | 153.68%-160.5pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,960 | $5,151-42.5% | $4,628-36.0% | $4,779-38.1% |
| Participant deferral / active EE | $8,266 | $6,799+21.6% | $6,426+28.7% | $5,609+47.4% |
| Admin fee / account holder | $184 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |