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 | $42,416 | $190,805-77.8% | $159,960-73.5% | $134,475-68.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.01% | 552.23%-557.2pp | 408.60%-413.6pp | 417.96%-423.0pp |
| Employer contribution / active EE | $18,015 | $4,995+260.6% | $4,226+326.3% | $4,740+280.1% |
| Participant deferral / active EE | $5,321 | $6,923-23.1% | $6,182-13.9% | $6,400-16.8% |
| Admin fee / account holder | $74 | $10,471-99.3% | $8,698-99.1% | $11,426-99.3% |