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 | $30,944 | $95,862-67.7% | $79,550-61.1% | $134,475-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.80% | -2.69%-11.1pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $8,172 | $3,128+161.3% | $2,413+238.7% | $4,740+72.4% |
| Participant deferral / active EE | $7,418 | $4,693+58.1% | $3,985+86.1% | $6,400+15.9% |
| Admin fee / account holder | $152 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |