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 | $209,496 | $95,193+120.1% | $76,523+173.8% | $135,375+54.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 4.85%-10.3pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $7,595 | $3,302+130.0% | $2,647+186.9% | $4,779+58.9% |
| Participant deferral / active EE | $2,012 | $4,639-56.6% | $3,835-47.5% | $5,609-64.1% |
| Admin fee / account holder | $49 | $6,249-99.2% | $4,848-99.0% | $10,827-99.5% |