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 | $14,957 | $138,044-89.2% | $125,339-88.1% | $134,475-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.06% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,388 | $5,243-54.5% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $6,207 | $7,799-20.4% | $7,446-16.6% | $6,400-3.0% |
| Admin fee / account holder | $55 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |