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 | $23,500 | $190,805-87.7% | $159,960-85.3% | $134,475-82.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.29% | 552.23%-567.5pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,299 | $4,995+66.1% | $4,226+96.4% | $4,740+75.1% |
| Participant deferral / active EE | $9,371 | $6,923+35.4% | $6,182+51.6% | $6,400+46.4% |
| Admin fee / account holder | $230 | $10,471-97.8% | $8,698-97.4% | $11,426-98.0% |