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 | $50,400 | $138,044-63.5% | $125,339-59.8% | $134,475-62.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.36% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,213 | $5,243-0.6% | $4,814+8.3% | $4,740+10.0% |
| Participant deferral / active EE | $12,881 | $7,799+65.2% | $7,446+73.0% | $6,400+101.3% |
| Admin fee / account holder | $252 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |