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 | $43,655 | $88,594-50.7% | $70,092-37.7% | $134,475-67.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.08% | 442.67%-459.7pp | 190.73%-207.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,102 | $3,233+26.9% | $2,559+60.3% | $4,740-13.5% |
| Participant deferral / active EE | $5,398 | $4,772+13.1% | $3,849+40.3% | $6,400-15.6% |
| Admin fee / account holder | $173 | $10,441-98.3% | $6,267-97.2% | $11,426-98.5% |