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 | $39,419 | $138,044-71.4% | $125,339-68.6% | $134,475-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.84% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $12,448 | $5,243+137.4% | $4,814+158.6% | $4,740+162.6% |
| Participant deferral / active EE | $5,063 | $7,799-35.1% | $7,446-32.0% | $6,400-20.9% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |