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 | $100,782 | $152,509-33.9% | $117,472-14.2% | $134,475-25.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 52.99%-69.9pp | 29.74%-46.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $15,288 | $5,571+174.4% | $4,176+266.1% | $4,740+222.6% |
| Participant deferral / active EE | $12,057 | $4,818+150.3% | $4,070+196.2% | $6,400+88.4% |
| Admin fee / account holder | $290 | $7,004-95.9% | $5,645-94.9% | $11,426-97.5% |