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 10-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 | $30,823 | $142,344-78.3% | $119,609-74.2% | $134,475-77.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,493 | $5,222+24.3% | $4,232+53.4% | $4,740+37.0% |
| Participant deferral / active EE | $5,331 | $6,469-17.6% | $5,602-4.8% | $6,400-16.7% |
| Admin fee / account holder | $241 | $13,584-98.2% | $10,323-97.7% | $11,426-97.9% |