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 8-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 | $24,787 | $59,805-58.6% | $79,550-68.8% | $68,494-63.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.67% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,732 | $1,505+81.5% | $2,413+13.2% | $2,596+5.2% |
| Participant deferral / active EE | $5,331 | $3,024+76.3% | $3,985+33.8% | $4,027+32.4% |
| Admin fee / account holder | $27 | $4,835-99.4% | $6,832-99.6% | $5,403-99.5% |