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 | $82,171 | $138,044-40.5% | $125,339-34.4% | $134,475-38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,005 | $5,243-42.7% | $4,814-37.6% | $4,740-36.6% |
| Participant deferral / active EE | $6,885 | $7,799-11.7% | $7,446-7.5% | $6,400+7.6% |
| Admin fee / account holder | $232 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |