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 4-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 | $19,997 | $190,805-89.5% | $159,960-87.5% | $134,475-85.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.36% | 552.23%-553.6pp | 408.60%-410.0pp | 417.96%-419.3pp |
| Employer contribution / active EE | $4,376 | $4,995-12.4% | $4,226+3.6% | $4,740-7.7% |
| Participant deferral / active EE | $6,761 | $6,923-2.3% | $6,182+9.4% | $6,400+5.6% |
| Admin fee / account holder | $116 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |