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 | $13,277 | $133,958-90.1% | $112,228-88.2% | $134,475-90.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.40% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,648 | $4,038-59.2% | $3,635-54.6% | $4,740-65.2% |
| Participant deferral / active EE | $3,707 | $5,291-29.9% | $4,728-21.6% | $6,400-42.1% |
| Admin fee / account holder | $104 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |