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 | $124,108 | $138,065-10.1% | $123,544+0.5% | $135,375-8.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -6.26% | 153.68%-159.9pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,736 | $5,151-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $6,945 | $6,799+2.1% | $6,426+8.1% | $5,609+23.8% |
| Admin fee / account holder | $243 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |