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 8-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 | $17,253 | $138,044-87.5% | $125,339-86.2% | $134,475-87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.83% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,955 | $5,243-5.5% | $4,814+2.9% | $4,740+4.5% |
| Participant deferral / active EE | $7,411 | $7,799-5.0% | $7,446-0.5% | $6,400+15.8% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |