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 | $84,209 | $180,449-53.3% | $154,107-45.4% | $135,375-37.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.25% | 888.09%-889.3pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,219 | $6,035-13.5% | $5,298-1.5% | $4,779+9.2% |
| Participant deferral / active EE | $4,486 | $5,806-22.7% | $5,081-11.7% | $5,609-20.0% |
| Admin fee / account holder | $64 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |