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 | $139,870 | $158,817-11.9% | $121,196+15.4% | $135,375+3.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.12% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,006 | $5,665+129.6% | $4,022+223.4% | $4,779+172.2% |
| Participant deferral / active EE | $4,374 | $4,005+9.2% | $3,344+30.8% | $5,609-22.0% |
| Admin fee / account holder | -$32 | $6,512-100.5% | $5,019-100.6% | $10,827-100.3% |