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 4-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 | $32,589 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.74% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $9,558 | $5,243+82.3% | $4,814+98.6% | $4,740+101.6% |
| Participant deferral / active EE | $14,100 | $7,799+80.8% | $7,446+89.4% | $6,400+120.3% |
| Admin fee / account holder | $222 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |