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 6-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 | $30,134 | $138,044-78.2% | $125,339-76.0% | $134,475-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.94% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,875 | $5,243-64.2% | $4,814-61.0% | $4,740-60.4% |
| Participant deferral / active EE | $3,461 | $7,799-55.6% | $7,446-53.5% | $6,400-45.9% |
| Admin fee / account holder | $181 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |