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 9-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 | $81,163 | $160,055-49.3% | $140,016-42.0% | $135,375-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.67% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,680 | $6,420-11.5% | $5,606+1.3% | $4,779+18.9% |
| Participant deferral / active EE | $5,213 | $7,642-31.8% | $6,927-24.7% | $5,609-7.1% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |