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 | $14,748 | $190,805-92.3% | $159,960-90.8% | $134,475-89.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.05% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,970 | $4,995-20.5% | $4,226-6.1% | $4,740-16.2% |
| Participant deferral / active EE | $3,970 | $6,923-42.7% | $6,182-35.8% | $6,400-38.0% |
| Admin fee / account holder | $51 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |