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 | $9,723 | $73,867-86.8% | $143,757-93.2% | $68,494-85.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.06% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $4,659 | $3,184+46.3% | $4,951-5.9% | $2,596+79.5% |
| Participant deferral / active EE | $2,952 | $3,384-12.8% | $5,637-47.6% | $4,027-26.7% |
| Admin fee / account holder | $118 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |