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 | $109,909 | $84,402+30.2% | $61,373+79.1% | $134,475-18.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 584.55%-600.6pp | 338.61%-354.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,923 | $1,544+24.5% | $1,159+65.9% | $4,740-59.4% |
| Participant deferral / active EE | $6,250 | $2,819+121.7% | $2,125+194.1% | $6,400-2.3% |
| Admin fee / account holder | $235 | $2,585-90.9% | $2,130-89.0% | $11,426-97.9% |