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 | $208,231 | $138,044+50.8% | $125,339+66.1% | $134,475+54.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.63% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,016 | $5,243-80.6% | $4,814-78.9% | $4,740-78.6% |
| Participant deferral / active EE | $6,928 | $7,799-11.2% | $7,446-7.0% | $6,400+8.3% |
| Admin fee / account holder | $201 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |