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 | $107,843 | $92,703+16.3% | $82,719+30.4% | $134,475-19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.58% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,004 | $3,274+52.8% | $3,009+66.3% | $4,740+5.6% |
| Participant deferral / active EE | $5,004 | $4,802+4.2% | $4,395+13.9% | $6,400-21.8% |
| Admin fee / account holder | $216 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |