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 | $116,433 | $138,044-15.7% | $125,339-7.1% | $134,475-13.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -18.70% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,259 | $5,243-37.8% | $4,814-32.3% | $4,740-31.2% |
| Participant deferral / active EE | $10,894 | $7,799+39.7% | $7,446+46.3% | $6,400+70.2% |
| Admin fee / account holder | $227 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |