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 | $46,641 | $95,193-51.0% | $76,523-39.1% | $135,375-65.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 4.85%-12.2pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,265 | $3,302-61.7% | $2,647-52.2% | $4,779-73.5% |
| Participant deferral / active EE | $5,105 | $4,639+10.0% | $3,835+33.1% | $5,609-9.0% |
| Admin fee / account holder | $230 | $6,249-96.3% | $4,848-95.3% | $10,827-97.9% |