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 | $164,948 | $211,958-22.2% | $169,463-2.7% | $135,375+21.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.55% | 3.26%-6.8pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $15,500 | $5,120+202.8% | $4,159+272.7% | $4,779+224.4% |
| Participant deferral / active EE | $13,875 | $6,075+128.4% | $5,277+163.0% | $5,609+147.4% |
| Admin fee / account holder | $84 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |