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 | $133,784 | $135,635-1.4% | $110,238+21.4% | $135,375-1.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.59% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,694 | $4,906-45.1% | $3,826-29.6% | $4,779-43.6% |
| Participant deferral / active EE | $6,800 | $5,506+23.5% | $4,672+45.6% | $5,609+21.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |