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 | $24,361 | $84,402-71.1% | $61,373-60.3% | $134,475-81.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 584.55%-602.6pp | 338.61%-356.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,614 | $1,544+4.5% | $1,159+39.2% | $4,740-65.9% |
| Participant deferral / active EE | $4,204 | $2,819+49.1% | $2,125+97.9% | $6,400-34.3% |
| Admin fee / account holder | $119 | $2,585-95.4% | $2,130-94.4% | $11,426-99.0% |