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 | $83,268 | $138,044-39.7% | $125,339-33.6% | $134,475-38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.09% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,948 | $5,243-24.7% | $4,814-18.0% | $4,740-16.7% |
| Participant deferral / active EE | $3,948 | $7,799-49.4% | $7,446-47.0% | $6,400-38.3% |
| Admin fee / account holder | $293 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |