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 | $24,740 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.94% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $4,402 | $5,243-16.0% | $4,814-8.6% | $4,740-7.1% |
| Participant deferral / active EE | $11,088 | $7,799+42.2% | $7,446+48.9% | $6,400+73.2% |
| Admin fee / account holder | $115 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |