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 6-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 | $128,424 | $92,703+38.5% | $82,719+55.3% | $134,475-4.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.09% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,600 | $3,274+132.1% | $3,009+152.6% | $4,740+60.3% |
| Participant deferral / active EE | $10,900 | $4,802+127.0% | $4,395+148.0% | $6,400+70.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |