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 | $47,903 | $190,805-74.9% | $159,960-70.1% | $134,475-64.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.60% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,726 | $4,995-65.5% | $4,226-59.2% | $4,740-63.6% |
| Participant deferral / active EE | $12,235 | $6,923+76.7% | $6,182+97.9% | $6,400+91.2% |
| Admin fee / account holder | $224 | $10,471-97.9% | $8,698-97.4% | $11,426-98.0% |