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 | $85,437 | $190,805-55.2% | $159,960-46.6% | $134,475-36.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.84% | 552.23%-564.1pp | 408.60%-420.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,496 | $4,995-50.0% | $4,226-40.9% | $4,740-47.3% |
| Participant deferral / active EE | $3,900 | $6,923-43.7% | $6,182-36.9% | $6,400-39.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |