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 | $68,650 | $138,065-50.3% | $123,544-44.4% | $135,375-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.97% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,504 | $5,151-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $8,794 | $6,799+29.3% | $6,426+36.9% | $5,609+56.8% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |