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 | $63,857 | $138,065-53.7% | $123,544-48.3% | $135,375-52.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.26% | 153.68%-154.9pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,995 | $5,151-41.9% | $4,628-35.3% | $4,779-37.3% |
| Participant deferral / active EE | $9,200 | $6,799+35.3% | $6,426+43.2% | $5,609+64.0% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |