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 | $178,505 | $129,942+37.4% | $104,294+71.2% | $134,475+32.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.81% | 42.03%-55.8pp | 24.61%-38.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,263 | $4,184+73.6% | $3,372+115.4% | $4,740+53.2% |
| Participant deferral / active EE | $13,339 | $5,588+138.7% | $4,625+188.4% | $6,400+108.4% |
| Admin fee / account holder | $54 | $9,323-99.4% | $7,339-99.3% | $11,426-99.5% |