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 | $26,263 | $97,757-73.1% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,539 | $4,222-63.5% | $3,631-57.6% | $4,779-67.8% |
| Participant deferral / active EE | $7,859 | $4,682+67.9% | $4,082+92.6% | $5,609+40.1% |
| Admin fee / account holder | $61 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |