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 | $101,637 | $160,055-36.5% | $140,016-27.4% | $135,375-24.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.90% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,847 | $6,420-71.2% | $5,606-67.1% | $4,779-61.4% |
| Participant deferral / active EE | $10,983 | $7,642+43.7% | $6,927+58.5% | $5,609+95.8% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |