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 | $102,615 | $105,860-3.1% | $90,749+13.1% | $134,475-23.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.13% | -11.01%-8.1pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,383 | $3,462-31.2% | $2,921-18.4% | $4,740-49.7% |
| Participant deferral / active EE | $4,440 | $5,216-14.9% | $4,564-2.7% | $6,400-30.6% |
| Admin fee / account holder | $259 | $13,938-98.1% | $8,445-96.9% | $11,426-97.7% |