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 | $27,069 | $190,805-85.8% | $159,960-83.1% | $134,475-79.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.92% | 552.23%-572.2pp | 408.60%-428.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,698 | $4,995-46.0% | $4,226-36.2% | $4,740-43.1% |
| Participant deferral / active EE | $10,335 | $6,923+49.3% | $6,182+67.2% | $6,400+61.5% |
| Admin fee / account holder | $33 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |