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 5-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 | $29,918 | $138,044-78.3% | $125,339-76.1% | $134,475-77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.50% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,372 | $5,243+21.5% | $4,814+32.4% | $4,740+34.4% |
| Participant deferral / active EE | $12,023 | $7,799+54.2% | $7,446+61.5% | $6,400+87.9% |
| Admin fee / account holder | $130 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |