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 | $62,599 | $97,757-36.0% | $83,848-25.3% | $135,375-53.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.96% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,678 | $4,222-60.3% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $2,188 | $4,682-53.3% | $4,082-46.4% | $5,609-61.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |