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 7-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 | $36,990 | $142,344-74.0% | $119,609-69.1% | $134,475-72.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.60% | -12.44%+6.8pp | -14.97%+9.4pp | 417.96%-423.6pp |
| Employer contribution / active EE | $3,048 | $5,222-41.6% | $4,232-28.0% | $4,740-35.7% |
| Participant deferral / active EE | $4,691 | $6,469-27.5% | $5,602-16.3% | $6,400-26.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |