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 | $64,805 | $95,862-32.4% | $79,550-18.5% | $134,475-51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.97% | -2.69%-15.3pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $16,494 | $3,128+427.3% | $2,413+583.5% | $4,740+248.0% |
| Participant deferral / active EE | $8,721 | $4,693+85.8% | $3,985+118.8% | $6,400+36.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |