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 | $83,232 | $160,055-48.0% | $140,016-40.6% | $135,375-38.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.47% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,658 | $6,420-43.0% | $5,606-34.8% | $4,779-23.5% |
| Participant deferral / active EE | $8,871 | $7,642+16.1% | $6,927+28.1% | $5,609+58.2% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |