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 10-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 | $54,139 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.58% | 1287.37%-1295.9pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $15,714 | $4,222+272.2% | $3,631+332.8% | $4,779+228.8% |
| Participant deferral / active EE | $10,625 | $4,682+126.9% | $4,082+160.3% | $5,609+89.4% |
| Admin fee / account holder | $287 | $6,674-95.7% | $5,478-94.8% | $10,827-97.4% |