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 6-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 | $124,753 | $99,640+25.2% | $86,436+44.3% | $134,475-7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.16% | 6782.58%-6786.7pp | 4394.89%-4399.1pp | 417.96%-422.1pp |
| Employer contribution / active EE | $26,882 | $4,400+510.9% | $3,769+613.3% | $4,740+467.2% |
| Participant deferral / active EE | $17,775 | $7,246+145.3% | $6,952+155.7% | $6,400+177.7% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |