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 | $20,336 | $92,222-77.9% | $76,768-73.5% | $135,375-85.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.26% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,602 | $3,216+12.0% | $2,485+44.9% | $4,779-24.6% |
| Participant deferral / active EE | $9,005 | $4,509+99.7% | $3,852+133.8% | $5,609+60.6% |
| Admin fee / account holder | $52 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |