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 | $141,096 | $160,055-11.8% | $140,016+0.8% | $135,375+4.2% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -7.39% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $8,607 | $6,420+34.1% | $5,606+53.5% | $4,779+80.1% |
| Participant deferral / active EE | $7,511 | $7,642-1.7% | $6,927+8.4% | $5,609+33.9% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |