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 6-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 | $68,307 | $82,664-17.4% | $125,339-45.5% | $68,494-0.3% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $7,830 | $3,381+131.6% | $4,814+62.7% | $2,596+201.6% |
| Participant deferral / active EE | $9,528 | $6,110+55.9% | $7,446+27.9% | $4,027+136.6% |
| Admin fee / account holder | $47 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |