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 9-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 | $73,326 | $92,703-20.9% | $82,719-11.4% | $134,475-45.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -18.88% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,423 | $3,274+35.1% | $3,009+47.0% | $4,740-6.7% |
| Participant deferral / active EE | $12,080 | $4,802+151.6% | $4,395+174.9% | $6,400+88.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |