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 9-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 | $21,467 | $84,695-74.7% | $73,843-70.9% | $125,391-82.9% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -3.21% | 3123.53%-3126.7pp | 2267.84%-2271.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,501 | $3,123-51.9% | $2,787-46.2% | $4,866-69.2% |
| Participant deferral / active EE | $5,966 | $3,992+49.4% | $3,583+66.5% | $5,352+11.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |