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 | $171,824 | $147,167+16.8% | $111,392+54.3% | $135,375+26.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.85% | -4.44%-3.4pp | -2.06%-5.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,431 | $5,204-34.1% | $4,328-20.7% | $4,779-28.2% |
| Participant deferral / active EE | $11,516 | $6,565+75.4% | $5,567+106.9% | $5,609+105.3% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |