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 | $84,969 | $65,703+29.3% | $94,224-9.8% | $59,632+42.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.21% | 5.22%-7.4pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,424 | $2,021+20.0% | $3,587-32.4% | $2,203+10.0% |
| Participant deferral / active EE | $6,973 | $3,143+121.9% | $4,320+61.4% | $3,192+118.5% |
| Admin fee / account holder | $95 | $4,264-97.8% | $6,269-98.5% | $4,297-97.8% |