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 | $29,651 | $90,600-67.3% | $79,464-62.7% | $135,375-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,802 | $3,068+56.5% | $2,800+71.5% | $4,779+0.5% |
| Participant deferral / active EE | $5,381 | $4,050+32.9% | $3,704+45.3% | $5,609-4.1% |
| Admin fee / account holder | $260 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |