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 6-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 | $175,766 | $190,805-7.9% | $159,960+9.9% | $134,475+30.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.83% | 552.23%-572.1pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,160 | $4,995-16.7% | $4,226-1.6% | $4,740-12.2% |
| Participant deferral / active EE | $20,500 | $6,923+196.1% | $6,182+231.6% | $6,400+220.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |