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 | $32,423 | $138,044-76.5% | $125,339-74.1% | $134,475-75.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.37% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,559 | $5,243-51.2% | $4,814-46.8% | $4,740-46.0% |
| Participant deferral / active EE | $4,974 | $7,799-36.2% | $7,446-33.2% | $6,400-22.3% |
| Admin fee / account holder | $198 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |