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 | $177,111 | $138,065+28.3% | $123,544+43.4% | $135,375+30.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.67% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,532 | $5,151-50.9% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $4,331 | $6,799-36.3% | $6,426-32.6% | $5,609-22.8% |
| Admin fee / account holder | $264 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |