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 | $59,715 | $135,635-56.0% | $110,238-45.8% | $135,375-55.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.58% | 513.19%-515.8pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,594 | $4,906-67.5% | $3,826-58.4% | $4,779-66.7% |
| Participant deferral / active EE | $3,200 | $5,506-41.9% | $4,672-31.5% | $5,609-42.9% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |