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 | $47,295 | $82,286-42.5% | $68,791-31.2% | $134,475-64.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.61% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,521 | $3,301-23.6% | $2,655-5.0% | $4,740-46.8% |
| Participant deferral / active EE | $2,995 | $4,739-36.8% | $3,941-24.0% | $6,400-53.2% |
| Admin fee / account holder | $130 | $6,481-98.0% | $4,932-97.4% | $11,426-98.9% |