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 | $52,431 | $160,055-67.2% | $140,016-62.6% | $135,375-61.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.11% | 911.38%-920.5pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,547 | $6,420-29.2% | $5,606-18.9% | $4,779-4.8% |
| Participant deferral / active EE | $12,814 | $7,642+67.7% | $6,927+85.0% | $5,609+128.5% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |