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 | $134,072 | $160,055-16.2% | $140,016-4.2% | $135,375-1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.55% | 911.38%-913.9pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $7,390 | $6,420+15.1% | $5,606+31.8% | $4,779+54.6% |
| Participant deferral / active EE | $4,103 | $7,642-46.3% | $6,927-40.8% | $5,609-26.9% |
| Admin fee / account holder | $270 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |