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 6-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 | $28,090 | $190,805-85.3% | $159,960-82.4% | $134,475-79.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.40% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,010 | $4,995-59.8% | $4,226-52.4% | $4,740-57.6% |
| Participant deferral / active EE | $11,185 | $6,923+61.6% | $6,182+80.9% | $6,400+74.8% |
| Admin fee / account holder | $55 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |