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 | $63,123 | $99,640-36.6% | $86,436-27.0% | $134,475-53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.53% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $8,594 | $4,400+95.3% | $3,769+128.0% | $4,740+81.3% |
| Participant deferral / active EE | $12,807 | $7,246+76.7% | $6,952+84.2% | $6,400+100.1% |
| Admin fee / account holder | $107 | $8,371-98.7% | $6,731-98.4% | $11,426-99.1% |