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 | $59,091 | $197,825-70.1% | $155,790-62.1% | $125,391-52.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -3.37% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,165 | $4,847-34.7% | $3,836-17.5% | $4,866-35.0% |
| Participant deferral / active EE | $4,290 | $5,630-23.8% | $4,797-10.6% | $5,352-19.8% |
| Admin fee / account holder | $196 | $9,545-97.9% | $7,478-97.4% | $9,540-97.9% |