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 9-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 | $34,372 | $138,065-75.1% | $123,544-72.2% | $135,375-74.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.80% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $9,331 | $5,151+81.1% | $4,628+101.6% | $4,779+95.3% |
| Participant deferral / active EE | $18,720 | $6,799+175.3% | $6,426+191.3% | $5,609+233.8% |
| Admin fee / account holder | $143 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |