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 | $12,612 | $84,402-85.1% | $61,373-79.5% | $134,475-90.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -6.56% | 584.55%-591.1pp | 338.61%-345.2pp | 417.96%-424.5pp |
| Employer contribution / active EE | $5,238 | $1,544+239.1% | $1,159+351.8% | $4,740+10.5% |
| Participant deferral / active EE | $2,250 | $2,819-20.2% | $2,125+5.9% | $6,400-64.8% |
| Admin fee / account holder | $58 | $2,585-97.8% | $2,130-97.3% | $11,426-99.5% |