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 | $10,646 | $92,703-88.5% | $82,719-87.1% | $134,475-92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.14% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,951 | $3,274-9.9% | $3,009-1.9% | $4,740-37.7% |
| Participant deferral / active EE | $2,951 | $4,802-38.6% | $4,395-32.9% | $6,400-53.9% |
| Admin fee / account holder | $100 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |