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 8-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 | $88,906 | $93,024-4.4% | $77,024+15.4% | $134,475-33.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.83% | 62.60%-75.4pp | 42.32%-55.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $20,251 | $3,418+492.5% | $2,812+620.1% | $4,740+327.3% |
| Participant deferral / active EE | $11,128 | $5,238+112.5% | $4,426+151.4% | $6,400+73.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |