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 | $234,141 | $92,703+152.6% | $82,719+183.1% | $134,475+74.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.81% | 944.92%-956.7pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,311 | $3,274-29.4% | $3,009-23.2% | $4,740-51.3% |
| Participant deferral / active EE | $11,356 | $4,802+136.5% | $4,395+158.4% | $6,400+77.4% |
| Admin fee / account holder | $132 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |