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 | $68,826 | $95,862-28.2% | $79,550-13.5% | $134,475-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.69%-14.0pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,140 | $3,128+0.4% | $2,413+30.1% | $4,740-33.8% |
| Participant deferral / active EE | $3,437 | $4,693-26.8% | $3,985-13.7% | $6,400-46.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |