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 5-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 | $24,877 | $138,044-82.0% | $125,339-80.2% | $134,475-81.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,978 | $5,243+33.1% | $4,814+45.0% | $4,740+47.2% |
| Participant deferral / active EE | $8,454 | $7,799+8.4% | $7,446+13.5% | $6,400+32.1% |
| Admin fee / account holder | $278 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |