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 | $27,015 | $138,044-80.4% | $125,339-78.4% | $134,475-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.73% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,416 | $5,243-53.9% | $4,814-49.8% | $4,740-49.0% |
| Participant deferral / active EE | $3,630 | $7,799-53.5% | $7,446-51.2% | $6,400-43.3% |
| Admin fee / account holder | $212 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |