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 7-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 | $39,283 | $138,044-71.5% | $125,339-68.7% | $134,475-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,299 | $5,243-37.1% | $4,814-31.5% | $4,740-30.4% |
| Participant deferral / active EE | $8,520 | $7,799+9.2% | $7,446+14.4% | $6,400+33.1% |
| Admin fee / account holder | $29 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |