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 7-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 | $17,133 | $138,044-87.6% | $125,339-86.3% | $134,475-87.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.94% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,400 | $5,243-73.3% | $4,814-70.9% | $4,740-70.5% |
| Participant deferral / active EE | $6,698 | $7,799-14.1% | $7,446-10.1% | $6,400+4.7% |
| Admin fee / account holder | $41 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |