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 | $80,127 | $135,635-40.9% | $110,238-27.3% | $135,375-40.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.67% | 513.19%-516.9pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $7,182 | $4,906+46.4% | $3,826+87.7% | $4,779+50.3% |
| Participant deferral / active EE | $2,490 | $5,506-54.8% | $4,672-46.7% | $5,609-55.6% |
| Admin fee / account holder | $98 | $11,457-99.1% | $8,547-98.9% | $10,827-99.1% |