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 | $110,199 | $138,065-20.2% | $123,544-10.8% | $135,375-18.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.88% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,335 | $5,151-35.3% | $4,628-27.9% | $4,779-30.2% |
| Participant deferral / active EE | $7,492 | $6,799+10.2% | $6,426+16.6% | $5,609+33.6% |
| Admin fee / account holder | $38 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |