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 | $54,268 | $105,860-48.7% | $90,749-40.2% | $134,475-59.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.10% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,707 | $3,462+7.1% | $2,921+26.9% | $4,740-21.8% |
| Participant deferral / active EE | $18,188 | $5,216+248.7% | $4,564+298.5% | $6,400+184.2% |
| Admin fee / account holder | $106 | $13,938-99.2% | $8,445-98.7% | $11,426-99.1% |