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 5-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 | $16,310 | $133,958-87.8% | $112,228-85.5% | $134,475-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.25% | 47.11%-57.4pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,034 | $4,038-24.9% | $3,635-16.5% | $4,740-36.0% |
| Participant deferral / active EE | $5,353 | $5,291+1.2% | $4,728+13.2% | $6,400-16.4% |
| Admin fee / account holder | $78 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |