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 | $15,827 | $90,600-82.5% | $79,464-80.1% | $135,375-88.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.63% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,480 | $3,068-51.8% | $2,800-47.2% | $4,779-69.0% |
| Participant deferral / active EE | $2,959 | $4,050-26.9% | $3,704-20.1% | $5,609-47.2% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,827-99.5% |