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 | $223,463 | $133,958+66.8% | $112,228+99.1% | $134,475+66.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.93% | 47.11%-53.0pp | 27.45%-33.4pp | 417.96%-423.9pp |
| Employer contribution / active EE | $17,787 | $4,038+340.5% | $3,635+389.4% | $4,740+275.3% |
| Participant deferral / active EE | $4,996 | $5,291-5.6% | $4,728+5.7% | $6,400-21.9% |
| Admin fee / account holder | $158 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |