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 10-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 | $27,684 | $197,825-86.0% | $155,790-82.2% | $125,391-77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.01% | 86.74%-87.8pp | 71.54%-72.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,576 | $4,847-67.5% | $3,836-58.9% | $4,866-67.6% |
| Participant deferral / active EE | $2,083 | $5,630-63.0% | $4,797-56.6% | $5,352-61.1% |
| Admin fee / account holder | $19 | $9,545-99.8% | $7,478-99.7% | $9,540-99.8% |