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 5-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 | $86,763 | $88,594-2.1% | $70,092+23.8% | $134,475-35.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -5.34% | 442.67%-448.0pp | 190.73%-196.1pp | 417.96%-423.3pp |
| Employer contribution / active EE | $36,370 | $3,233+1025.0% | $2,559+1321.4% | $4,740+667.3% |
| Participant deferral / active EE | $14,885 | $4,772+211.9% | $3,849+286.7% | $6,400+132.6% |
| Admin fee / account holder | $180 | $10,441-98.3% | $6,267-97.1% | $11,426-98.4% |