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 10-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 | $68,650 | $138,065-50.3% | $123,544-44.4% | $135,375-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.42% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $6,456 | $5,151+25.3% | $4,628+39.5% | $4,779+35.1% |
| Participant deferral / active EE | $7,391 | $6,799+8.7% | $6,426+15.0% | $5,609+31.8% |
| Admin fee / account holder | $144 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |