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 9-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 | $55,794 | $138,065-59.6% | $123,544-54.8% | $135,375-58.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.58% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,252 | $5,151-17.5% | $4,628-8.1% | $4,779-11.0% |
| Participant deferral / active EE | $8,790 | $6,799+29.3% | $6,426+36.8% | $5,609+56.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |