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 8-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 | $39,785 | $138,044-71.2% | $125,339-68.3% | $134,475-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,757 | $5,243-66.5% | $4,814-63.5% | $4,740-62.9% |
| Participant deferral / active EE | $7,469 | $7,799-4.2% | $7,446+0.3% | $6,400+16.7% |
| Admin fee / account holder | $191 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |