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 9-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 | $149,326 | $190,805-21.7% | $159,960-6.6% | $134,475+11.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.95% | 552.23%-567.2pp | 408.60%-423.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,001 | $4,995-80.0% | $4,226-76.3% | $4,740-78.9% |
| Participant deferral / active EE | $3,456 | $6,923-50.1% | $6,182-44.1% | $6,400-46.0% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |