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 | $111,093 | $88,594+25.4% | $70,092+58.5% | $134,475-17.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | -14.11% | 442.67%-456.8pp | 190.73%-204.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,667 | $3,233-48.5% | $2,559-34.9% | $4,740-64.8% |
| Participant deferral / active EE | $2,867 | $4,772-39.9% | $3,849-25.5% | $6,400-55.2% |
| Admin fee / account holder | $95 | $10,441-99.1% | $6,267-98.5% | $11,426-99.2% |