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 | $35,014 | $180,449-80.6% | $154,107-77.3% | $135,375-74.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.72% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,910 | $6,035-35.2% | $5,298-26.2% | $4,779-18.2% |
| Participant deferral / active EE | $3,196 | $5,806-45.0% | $5,081-37.1% | $5,609-43.0% |
| Admin fee / account holder | $173 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |