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 | $85,406 | $167,307-49.0% | $143,757-40.6% | $134,475-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.53% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,139 | $5,619-44.1% | $4,951-36.6% | $4,740-33.8% |
| Participant deferral / active EE | $12,056 | $6,446+87.0% | $5,637+113.9% | $6,400+88.4% |
| Admin fee / account holder | $271 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |