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 4-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 | $58,636 | $90,519-35.2% | $93,789-37.5% | $134,475-56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.94% | -15.72%-3.2pp | -11.33%-7.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $8,122 | $4,343+87.0% | $4,323+87.9% | $4,740+71.4% |
| Participant deferral / active EE | $16,829 | $5,978+181.5% | $6,094+176.1% | $6,400+163.0% |
| Admin fee / account holder | $10 | $9,252-99.9% | $7,195-99.9% | $11,426-99.9% |