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 | $116,359 | $180,449-35.5% | $154,107-24.5% | $135,375-14.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.06% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $4,696 | $6,035-22.2% | $5,298-11.3% | $4,779-1.7% |
| Participant deferral / active EE | $4,250 | $5,806-26.8% | $5,081-16.4% | $5,609-24.2% |
| Admin fee / account holder | $141 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |