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 | $114,921 | $100,754+14.1% | $86,677+32.6% | $134,475-14.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.50% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,167 | $3,489+48.1% | $2,836+82.2% | $4,740+9.0% |
| Participant deferral / active EE | $12,213 | $5,338+128.8% | $4,656+162.3% | $6,400+90.8% |
| Admin fee / account holder | $234 | $10,926-97.9% | $7,493-96.9% | $11,426-98.0% |