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 | $133,537 | $138,065-3.3% | $123,544+8.1% | $135,375-1.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -3.62% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,512 | $5,151-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $7,375 | $6,799+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $289 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |