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 8-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 | $22,754 | $95,862-76.3% | $79,550-71.4% | $134,475-83.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.33% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,628 | $3,128-48.0% | $2,413-32.5% | $4,740-65.7% |
| Participant deferral / active EE | $1,947 | $4,693-58.5% | $3,985-51.1% | $6,400-69.6% |
| Admin fee / account holder | $23 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |