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 6-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 | $44,684 | $133,958-66.6% | $112,228-60.2% | $134,475-66.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.00% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,473 | $4,038+60.3% | $3,635+78.1% | $4,740+36.6% |
| Participant deferral / active EE | $17,008 | $5,291+221.5% | $4,728+259.7% | $6,400+165.8% |
| Admin fee / account holder | $174 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |