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 | $174,516 | $92,703+88.3% | $82,719+111.0% | $134,475+29.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.66% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,050 | $3,274-6.8% | $3,009+1.4% | $4,740-35.6% |
| Participant deferral / active EE | $13,999 | $4,802+191.5% | $4,395+218.5% | $6,400+118.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |