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 5-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 | $19,367 | $84,402-77.1% | $61,373-68.4% | $134,475-85.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.72% | 584.55%-604.3pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,343 | $1,544+116.4% | $1,159+188.3% | $4,740-29.5% |
| Participant deferral / active EE | $9,018 | $2,819+219.9% | $2,125+324.4% | $6,400+40.9% |
| Admin fee / account holder | $119 | $2,585-95.4% | $2,130-94.4% | $11,426-99.0% |