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 10-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 | $12,833 | $99,640-87.1% | $86,436-85.2% | $134,475-90.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.33% | 6782.58%-6790.9pp | 4394.89%-4403.2pp | 417.96%-426.3pp |
| Employer contribution / active EE | $5,407 | $4,400+22.9% | $3,769+43.5% | $4,740+14.1% |
| Participant deferral / active EE | $8,110 | $7,246+11.9% | $6,952+16.7% | $6,400+26.7% |
| Admin fee / account holder | $117 | $8,371-98.6% | $6,731-98.3% | $11,426-99.0% |