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 9-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 | $180,986 | $190,805-5.1% | $159,960+13.1% | $134,475+34.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.17% | 552.23%-559.4pp | 408.60%-415.8pp | 417.96%-425.1pp |
| Employer contribution / active EE | $16,105 | $4,995+222.4% | $4,226+281.1% | $4,740+239.8% |
| Participant deferral / active EE | $14,630 | $6,923+111.3% | $6,182+136.6% | $6,400+128.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |