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 9-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 | $15,082 | $138,044-89.1% | $125,339-88.0% | $134,475-88.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.64% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,375 | $5,243-54.7% | $4,814-50.7% | $4,740-49.9% |
| Participant deferral / active EE | $5,144 | $7,799-34.0% | $7,446-30.9% | $6,400-19.6% |
| Admin fee / account holder | $256 | $11,571-97.8% | $10,010-97.4% | $11,426-97.8% |