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 | $135,352 | $135,635-0.2% | $110,238+22.8% | $135,3750% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.59% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,960 | $4,906+184.5% | $3,826+264.8% | $4,779+192.1% |
| Participant deferral / active EE | $10,031 | $5,506+82.2% | $4,672+114.7% | $5,609+78.8% |
| Admin fee / account holder | $67 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |