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 5-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 | $56,040 | $95,862-41.5% | $79,550-29.6% | $134,475-58.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.77% | -2.69%-17.1pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $966 | $3,128-69.1% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $19,723 | $4,693+320.3% | $3,985+394.9% | $6,400+208.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |