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 | $138,447 | $168,632-17.9% | $147,614-6.2% | $125,391+10.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $10,827 | $6,252+73.2% | $5,564+94.6% | $4,866+122.5% |
| Participant deferral / active EE | $8,497 | $5,507+54.3% | $4,895+73.6% | $5,352+58.8% |
| Admin fee / account holder | $257 | $13,580-98.1% | $11,611-97.8% | $9,540-97.3% |