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 | $0 | $95,971-100.0% | $74,550-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -8.67% | 56.96%-65.6pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,600 | $2,716+32.6% | $1,961+83.6% | $4,779-24.7% |
| Participant deferral / active EE | $8,040 | $3,843+109.2% | $3,108+158.7% | $5,609+43.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |