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 10-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 | $107,112 | $95,971+11.6% | $74,550+43.7% | $135,375-20.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.83% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,359 | $2,716+23.7% | $1,961+71.3% | $4,779-29.7% |
| Participant deferral / active EE | $12,791 | $3,843+232.8% | $3,108+311.5% | $5,609+128.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |