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 | $28,618 | $95,862-70.1% | $79,550-64.0% | $134,475-78.7% |
| Participation rate | 76.2% | 75.0%+1.2pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -20.05% | -2.69%-17.4pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,661 | $3,128-14.9% | $2,413+10.3% | $4,740-43.9% |
| Participant deferral / active EE | $5,691 | $4,693+21.3% | $3,985+42.8% | $6,400-11.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |