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 7-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 | $47,959 | $142,344-66.3% | $119,609-59.9% | $134,475-64.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $15,785 | $5,222+202.3% | $4,232+273.0% | $4,740+233.0% |
| Participant deferral / active EE | $10,935 | $6,469+69.0% | $5,602+95.2% | $6,400+70.9% |
| Admin fee / account holder | $289 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |