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 | $135,274 | $69,518+94.6% | $59,878+125.9% | $135,375-0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.77% | 7.94%-16.7pp | 3.46%-12.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $34,265 | $3,235+959.3% | $2,722+1159.0% | $4,779+617.0% |
| Participant deferral / active EE | $6,765 | $4,206+60.8% | $3,402+98.8% | $5,609+20.6% |
| Admin fee / account holder | $118 | $5,734-97.9% | $3,590-96.7% | $10,827-98.9% |