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 | $54,197 | $168,632-67.9% | $147,614-63.3% | $125,391-56.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.56% | 77.65%-78.2pp | 61.98%-62.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $5,297 | $6,252-15.3% | $5,564-4.8% | $4,866+8.9% |
| Participant deferral / active EE | $3,885 | $5,507-29.5% | $4,895-20.6% | $5,352-27.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |