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 8-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 | $87,825 | $167,484-47.6% | $151,611-42.1% | $134,475-34.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.76% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $25,058 | $6,829+266.9% | $6,166+306.4% | $4,740+428.7% |
| Participant deferral / active EE | $14,836 | $8,986+65.1% | $8,363+77.4% | $6,400+131.8% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |