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 | $84,156 | $138,044-39.0% | $125,339-32.9% | $134,475-37.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,990 | $5,243+52.4% | $4,814+66.0% | $4,740+68.6% |
| Participant deferral / active EE | $7,990 | $7,799+2.5% | $7,446+7.3% | $6,400+24.8% |
| Admin fee / account holder | $213 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |