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 | $113,369 | $190,805-40.6% | $159,960-29.1% | $134,475-15.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.51% | 552.23%-563.7pp | 408.60%-420.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $6,780 | $4,995+35.7% | $4,226+60.4% | $4,740+43.0% |
| Participant deferral / active EE | $13,500 | $6,923+95.0% | $6,182+118.4% | $6,400+110.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |