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 | $17,269 | $92,703-81.4% | $82,719-79.1% | $134,475-87.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.80% | 944.92%-946.7pp | 701.18%-703.0pp | 417.96%-419.8pp |
| Employer contribution / active EE | $6,717 | $3,274+105.2% | $3,009+123.2% | $4,740+41.7% |
| Participant deferral / active EE | $7,591 | $4,802+58.1% | $4,395+72.7% | $6,400+18.6% |
| Admin fee / account holder | $92 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |