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 | $39,219 | $167,307-76.6% | $143,757-72.7% | $134,475-70.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,987 | $5,619+24.3% | $4,951+41.1% | $4,740+47.4% |
| Participant deferral / active EE | $6,832 | $6,446+6.0% | $5,637+21.2% | $6,400+6.8% |
| Admin fee / account holder | $180 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |