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 | $20,667 | $133,958-84.6% | $112,228-81.6% | $134,475-84.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.87% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,296 | $4,038+31.2% | $3,635+45.7% | $4,740+11.7% |
| Participant deferral / active EE | $11,097 | $5,291+109.7% | $4,728+134.7% | $6,400+73.4% |
| Admin fee / account holder | $221 | $7,489-97.0% | $6,410-96.6% | $11,426-98.1% |