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 | $69,322 | $92,703-25.2% | $82,719-16.2% | $134,475-48.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.07% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,839 | $3,274-13.3% | $3,009-5.6% | $4,740-40.1% |
| Participant deferral / active EE | $7,142 | $4,802+48.7% | $4,395+62.5% | $6,400+11.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |