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 9-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 | $21,637 | $138,065-84.3% | $123,544-82.5% | $135,375-84.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.93% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,010 | $5,151-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $12,900 | $6,799+89.7% | $6,426+100.8% | $5,609+130.0% |
| Admin fee / account holder | $82 | $10,916-99.3% | $9,284-99.1% | $10,827-99.2% |