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 | $19,278 | $138,044-86.0% | $125,339-84.6% | $134,475-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.57% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,082 | $5,243+16.0% | $4,814+26.4% | $4,740+28.3% |
| Participant deferral / active EE | $3,858 | $7,799-50.5% | $7,446-48.2% | $6,400-39.7% |
| Admin fee / account holder | $31 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |