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 | $31,124 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,901 | $5,243-6.5% | $4,814+1.8% | $4,740+3.4% |
| Participant deferral / active EE | $10,632 | $7,799+36.3% | $7,446+42.8% | $6,400+66.1% |
| Admin fee / account holder | $150 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |