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 8-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 | $50,036 | $138,044-63.8% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,187 | $5,243-77.4% | $4,814-75.3% | $4,740-75.0% |
| Participant deferral / active EE | $11,963 | $7,799+53.4% | $7,446+60.7% | $6,400+86.9% |
| Admin fee / account holder | $152 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |