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 | $50,206 | $90,600-44.6% | $79,464-36.8% | $135,375-62.9% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -8.85% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,921 | $3,068+27.8% | $2,800+40.0% | $4,779-18.0% |
| Participant deferral / active EE | $8,374 | $4,050+106.8% | $3,704+126.1% | $5,609+49.3% |
| Admin fee / account holder | $70 | $5,907-98.8% | $5,113-98.6% | $10,827-99.4% |