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 | $24,608 | $106,543-76.9% | $91,220-73.0% | $134,475-81.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -3.15% | 160.60%-163.7pp | 114.01%-117.2pp | 417.96%-421.1pp |
| Employer contribution / active EE | $3,043 | $3,331-8.6% | $2,850+6.8% | $4,740-35.8% |
| Participant deferral / active EE | $13,332 | $4,719+182.5% | $4,234+214.9% | $6,400+108.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |