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 | $23,594 | $152,509-84.5% | $117,472-79.9% | $134,475-82.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -4.84% | 52.99%-57.8pp | 29.74%-34.6pp | 417.96%-422.8pp |
| Employer contribution / active EE | $5,102 | $5,571-8.4% | $4,176+22.2% | $4,740+7.6% |
| Participant deferral / active EE | $7,022 | $4,818+45.8% | $4,070+72.5% | $6,400+9.7% |
| Admin fee / account holder | $215 | $7,004-96.9% | $5,645-96.2% | $11,426-98.1% |