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 | $31,536 | $138,044-77.2% | $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 | -19.70% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,404 | $5,243-54.1% | $4,814-50.0% | $4,740-49.3% |
| Participant deferral / active EE | $6,581 | $7,799-15.6% | $7,446-11.6% | $6,400+2.8% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |