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 | $46,687 | $138,044-66.2% | $125,339-62.8% | $134,475-65.3% |
| 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 | $1,779 | $5,243-66.1% | $4,814-63.0% | $4,740-62.5% |
| Participant deferral / active EE | $11,022 | $7,799+41.3% | $7,446+48.0% | $6,400+72.2% |
| Admin fee / account holder | $69 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |