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 | $30,891 | $84,402-63.4% | $61,373-49.7% | $134,475-77.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.48% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,853 | $1,544+20.0% | $1,159+59.8% | $4,740-60.9% |
| Participant deferral / active EE | $4,388 | $2,819+55.7% | $2,125+106.5% | $6,400-31.4% |
| Admin fee / account holder | $300 | $2,585-88.4% | $2,130-85.9% | $11,426-97.4% |