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 | $89,432 | $138,044-35.2% | $125,339-28.6% | $134,475-33.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.96% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,871 | $5,243-64.3% | $4,814-61.1% | $4,740-60.5% |
| Participant deferral / active EE | $9,138 | $7,799+17.2% | $7,446+22.7% | $6,400+42.8% |
| Admin fee / account holder | $121 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |