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 | $72,122 | $167,307-56.9% | $143,757-49.8% | $134,475-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.65% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $18,419 | $5,619+227.8% | $4,951+272.0% | $4,740+288.6% |
| Participant deferral / active EE | $6,935 | $6,446+7.6% | $5,637+23.0% | $6,400+8.4% |
| Admin fee / account holder | $94 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |