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 | $46,144 | $106,543-56.7% | $91,220-49.4% | $134,475-65.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.93% | 160.60%-177.5pp | 114.01%-130.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,414 | $3,331-27.5% | $2,850-15.3% | $4,740-49.1% |
| Participant deferral / active EE | $6,035 | $4,719+27.9% | $4,234+42.6% | $6,400-5.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |