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 | $16,686 | $43,723-61.8% | $121,196-86.2% | $64,186-74.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -4.82% | 68.91%-73.7pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,932 | $1,296+357.6% | $4,022+47.5% | $2,381+149.2% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $149 | $3,501-95.8% | $5,019-97.0% | $4,888-97.0% |