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 | $73,827 | $168,632-56.2% | $147,614-50.0% | $125,391-41.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.22% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,006 | $6,252-67.9% | $5,564-64.0% | $4,866-58.8% |
| Participant deferral / active EE | $4,771 | $5,507-13.4% | $4,895-2.5% | $5,352-10.8% |
| Admin fee / account holder | $290 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |