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 | $190,343 | $140,588+35.4% | $123,104+54.6% | $125,391+51.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.45% | 16.80%-19.2pp | 13.22%-15.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $8,010 | $6,041+32.6% | $5,151+55.5% | $4,866+64.6% |
| Participant deferral / active EE | $15,625 | $6,980+123.8% | $6,230+150.8% | $5,352+192.0% |
| Admin fee / account holder | $4 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |