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 7-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 | $133,663 | $133,958-0.2% | $112,228+19.1% | $134,475-0.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.60% | 47.11%-59.7pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $23,535 | $4,038+482.8% | $3,635+547.5% | $4,740+396.5% |
| Participant deferral / active EE | $14,903 | $5,291+181.7% | $4,728+215.2% | $6,400+132.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |