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 7-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 | $30,601 | $190,805-84.0% | $159,960-80.9% | $134,475-77.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.86% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,553 | $4,995-48.9% | $4,226-39.6% | $4,740-46.1% |
| Participant deferral / active EE | $7,936 | $6,923+14.6% | $6,182+28.4% | $6,400+24.0% |
| Admin fee / account holder | $215 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |