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 5-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 | $134,630 | $99,640+35.1% | $86,436+55.8% | $134,475+0.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,553 | $4,400+26.2% | $3,769+47.3% | $4,740+17.1% |
| Participant deferral / active EE | $13,000 | $7,246+79.4% | $6,952+87.0% | $6,400+103.1% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.6% | $11,426-99.7% |