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 5-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 | $30,892 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.20% | 552.23%-569.4pp | 408.60%-425.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,167 | $6,923-68.7% | $6,182-65.0% | $6,400-66.1% |
| Admin fee / account holder | $281 | $10,471-97.3% | $8,698-96.8% | $11,426-97.5% |