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 9-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 | $104,638 | $167,307-37.5% | $143,757-27.2% | $134,475-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,368 | $5,619+48.9% | $4,951+69.0% | $4,740+76.6% |
| Participant deferral / active EE | $5,299 | $6,446-17.8% | $5,637-6.0% | $6,400-17.2% |
| Admin fee / account holder | $136 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |