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 | $32,521 | $88,594-63.3% | $70,092-53.6% | $134,475-75.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.93% | 442.67%-461.6pp | 190.73%-209.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,655 | $3,233-48.8% | $2,559-35.3% | $4,740-65.1% |
| Participant deferral / active EE | $4,583 | $4,772-4.0% | $3,849+19.1% | $6,400-28.4% |
| Admin fee / account holder | $191 | $10,441-98.2% | $6,267-97.0% | $11,426-98.3% |