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 4-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 | $31,603 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.50% | 750.33%-760.8pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $9,607 | $5,243+83.2% | $4,814+99.6% | $4,740+102.7% |
| Participant deferral / active EE | $7,464 | $7,799-4.3% | $7,446+0.2% | $6,400+16.6% |
| Admin fee / account holder | $204 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |