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 7-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 | $102,964 | $180,449-42.9% | $154,107-33.2% | $135,375-23.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.11% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,724 | $6,035-71.4% | $5,298-67.5% | $4,779-63.9% |
| Participant deferral / active EE | $3,326 | $5,806-42.7% | $5,081-34.5% | $5,609-40.7% |
| Admin fee / account holder | $257 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |