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 | $39,358 | $138,044-71.5% | $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 | -17.28% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,771 | $5,243-47.2% | $4,814-42.4% | $4,740-41.5% |
| Participant deferral / active EE | $7,835 | $7,799+0.5% | $7,446+5.2% | $6,400+22.4% |
| Admin fee / account holder | $133 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |