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 | $131,948 | $90,600+45.6% | $79,464+66.0% | $135,375-2.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -8.53% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,294 | $3,068-25.2% | $2,800-18.1% | $4,779-52.0% |
| Participant deferral / active EE | $8,670 | $4,050+114.1% | $3,704+134.1% | $5,609+54.6% |
| Admin fee / account holder | $68 | $5,907-98.9% | $5,113-98.7% | $10,827-99.4% |