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 | $48,582 | $95,862-49.3% | $79,550-38.9% | $134,475-63.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.42% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $14,120 | $3,128+351.4% | $2,413+485.1% | $4,740+197.9% |
| Participant deferral / active EE | $13,500 | $4,693+187.7% | $3,985+238.8% | $6,400+110.9% |
| Admin fee / account holder | $9 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |