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 | $171,775 | $190,805-10.0% | $159,960+7.4% | $134,475+27.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.23% | 552.23%-571.5pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,938 | $4,995-41.2% | $4,226-30.5% | $4,740-38.0% |
| Participant deferral / active EE | $6,205 | $6,923-10.4% | $6,182+0.4% | $6,400-3.0% |
| Admin fee / account holder | $13 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |