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 9-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 | $108,198 | $167,484-35.4% | $151,611-28.6% | $134,475-19.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.98% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,670 | $6,829+85.5% | $6,166+105.5% | $4,740+167.3% |
| Participant deferral / active EE | $12,461 | $8,986+38.7% | $8,363+49.0% | $6,400+94.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |