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 | $34,026 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,911 | $5,151+14.7% | $4,628+27.7% | $4,779+23.7% |
| Participant deferral / active EE | $6,242 | $6,799-8.2% | $6,426-2.9% | $5,609+11.3% |
| Admin fee / account holder | $268 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |