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 8-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 | $59,341 | $135,635-56.2% | $110,238-46.2% | $135,375-56.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.63% | 513.19%-516.8pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $12,200 | $4,906+148.7% | $3,826+218.8% | $4,779+155.3% |
| Participant deferral / active EE | $12,333 | $5,506+124.0% | $4,672+164.0% | $5,609+119.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |