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 | $242,389 | $138,044+75.6% | $125,339+93.4% | $134,475+80.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.53% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,350 | $5,243+21.1% | $4,814+31.9% | $4,740+34.0% |
| Participant deferral / active EE | $8,304 | $7,799+6.5% | $7,446+11.5% | $6,400+29.7% |
| Admin fee / account holder | $92 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |