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 6-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 | $29,536 | $106,543-72.3% | $91,220-67.6% | $134,475-78.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.51% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $20,932 | $3,331+528.5% | $2,850+634.4% | $4,740+341.6% |
| Participant deferral / active EE | $11,215 | $4,719+137.7% | $4,234+164.9% | $6,400+75.2% |
| Admin fee / account holder | $13 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |