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 4-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 | $22,373 | $84,695-73.6% | $73,843-69.7% | $125,391-82.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.76% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,879 | $3,123-7.8% | $2,787+3.3% | $4,866-40.8% |
| Participant deferral / active EE | $3,762 | $3,992-5.8% | $3,583+5.0% | $5,352-29.7% |
| Admin fee / account holder | $3 | $5,691-100.0% | $4,880-99.9% | $9,540-100.0% |