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 | $64,042 | $160,055-60.0% | $140,016-54.3% | $135,375-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.01% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,148 | $6,420-35.4% | $5,606-26.0% | $4,779-13.2% |
| Participant deferral / active EE | $9,925 | $7,642+29.9% | $6,927+43.3% | $5,609+76.9% |
| Admin fee / account holder | $156 | $13,328-98.8% | $10,705-98.5% | $10,827-98.6% |