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 10-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 | $38,406 | $93,024-58.7% | $77,024-50.1% | $134,475-71.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.86% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,776 | $3,418-48.0% | $2,812-36.8% | $4,740-62.5% |
| Participant deferral / active EE | $2,972 | $5,238-43.3% | $4,426-32.9% | $6,400-53.6% |
| Admin fee / account holder | $67 | $6,944-99.0% | $5,425-98.8% | $11,426-99.4% |