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 | $8,963 | $93,024-90.4% | $77,024-88.4% | $134,475-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.31% | 62.60%-70.9pp | 42.32%-50.6pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,837 | $3,418-46.3% | $2,812-34.7% | $4,740-61.3% |
| Participant deferral / active EE | $4,090 | $5,238-21.9% | $4,426-7.6% | $6,400-36.1% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |