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 | $31,369 | $138,065-77.3% | $123,544-74.6% | $135,375-76.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.68%-161.1pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,275 | $5,151-17.0% | $4,628-7.6% | $4,779-10.5% |
| Participant deferral / active EE | $6,141 | $6,799-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |