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 7-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 | $32,678 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,730 | $5,243+9.3% | $4,814+19.0% | $4,740+20.9% |
| Participant deferral / active EE | $7,233 | $7,799-7.3% | $7,446-2.9% | $6,400+13.0% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |