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 | $17,721 | $138,044-87.2% | $125,339-85.9% | $134,475-86.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,508 | $5,243+5.0% | $4,814+14.4% | $4,740+16.2% |
| Participant deferral / active EE | $6,208 | $7,799-20.4% | $7,446-16.6% | $6,400-3.0% |
| Admin fee / account holder | $188 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |