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 5-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 | $62,722 | $133,958-53.2% | $112,228-44.1% | $134,475-53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.10% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $12,182 | $4,038+201.7% | $3,635+235.2% | $4,740+157.0% |
| Participant deferral / active EE | $9,800 | $5,291+85.2% | $4,728+107.3% | $6,400+53.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |