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 | $40,728 | $138,044-70.5% | $125,339-67.5% | $134,475-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.06% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,487 | $5,243-71.6% | $4,814-69.1% | $4,740-68.6% |
| Participant deferral / active EE | $7,294 | $7,799-6.5% | $7,446-2.0% | $6,400+14.0% |
| Admin fee / account holder | $127 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |