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 6-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 | $19,422 | $59,774-67.5% | - | $134,475-85.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -15.34% | -10.72%-4.6pp | - | 417.96%-433.3pp |
| Employer contribution / active EE | $3,079 | $2,711+13.5% | - | $4,740-35.0% |
| Participant deferral / active EE | $7,228 | $4,131+75.0% | - | $6,400+12.9% |
| Admin fee / account holder | $81 | $4,003-98.0% | - | $11,426-99.3% |