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 | $60,859 | $92,703-34.3% | $82,719-26.4% | $134,475-54.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,663 | $3,274-18.7% | $3,009-11.5% | $4,740-43.8% |
| Participant deferral / active EE | $9,384 | $4,802+95.4% | $4,395+113.5% | $6,400+46.6% |
| Admin fee / account holder | $148 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |