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 | $80,640 | $106,543-24.3% | $91,220-11.6% | $134,475-40.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.06% | 160.60%-179.7pp | 114.01%-133.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,272 | $3,331+28.3% | $2,850+49.9% | $4,740-9.9% |
| Participant deferral / active EE | $10,359 | $4,719+119.5% | $4,234+144.7% | $6,400+61.9% |
| Admin fee / account holder | $30 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |