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 | $113,714 | $90,590+25.5% | $90,782+25.3% | $135,375-16.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.73% | -3.40%+4.1pp | -3.42%+4.2pp | 519.73%-519.0pp |
| Employer contribution / active EE | $5,978 | $4,352+37.4% | $4,105+45.6% | $4,779+25.1% |
| Participant deferral / active EE | $4,176 | $5,407-22.8% | $5,366-22.2% | $5,609-25.6% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |