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 | $82,382 | $104,106-20.9% | $71,086+15.9% | $135,375-39.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.51% | 1256.30%-1262.8pp | 650.59%-657.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,200 | $1,485+115.5% | $1,088+194.2% | $4,779-33.0% |
| Participant deferral / active EE | $5,000 | $2,527+97.9% | $1,874+166.8% | $5,609-10.9% |
| Admin fee / account holder | $151 | $4,142-96.4% | $3,082-95.1% | $10,827-98.6% |