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 8-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 | $45,853 | $133,958-65.8% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.14% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,822 | $4,038-54.9% | $3,635-49.9% | $4,740-61.6% |
| Participant deferral / active EE | $2,950 | $5,291-44.2% | $4,728-37.6% | $6,400-53.9% |
| Admin fee / account holder | $277 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |