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 | $47,264 | $106,543-55.6% | $91,220-48.2% | $134,475-64.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.04% | 160.60%-181.6pp | 114.01%-135.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $7,931 | $3,331+138.1% | $2,850+178.3% | $4,740+67.3% |
| Participant deferral / active EE | $8,051 | $4,719+70.6% | $4,234+90.2% | $6,400+25.8% |
| Admin fee / account holder | $44 | $6,231-99.3% | $5,420-99.2% | $11,426-99.6% |