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 | $42,029 | $93,024-54.8% | $77,024-45.4% | $134,475-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.38% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,937 | $3,418-43.3% | $2,812-31.1% | $4,740-59.1% |
| Participant deferral / active EE | $6,772 | $5,238+29.3% | $4,426+53.0% | $6,400+5.8% |
| Admin fee / account holder | $39 | $6,944-99.4% | $5,425-99.3% | $11,426-99.7% |