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 | $21,537 | $92,703-76.8% | $82,719-74.0% | $134,475-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.28% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,246 | $3,274-62.0% | $3,009-58.6% | $4,740-73.7% |
| Participant deferral / active EE | $2,980 | $4,802-37.9% | $4,395-32.2% | $6,400-53.4% |
| Admin fee / account holder | $274 | $5,983-95.4% | $5,329-94.9% | $11,426-97.6% |