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 | $20,731 | $95,193-78.2% | $76,523-72.9% | $135,375-84.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.91% | 4.85%-11.8pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $846 | $3,302-74.4% | $2,647-68.1% | $4,779-82.3% |
| Participant deferral / active EE | $2,385 | $4,639-48.6% | $3,835-37.8% | $5,609-57.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |