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 | $60,122 | $180,449-66.7% | $154,107-61.0% | $135,375-55.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.84% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $10,693 | $6,035+77.2% | $5,298+101.8% | $4,779+123.8% |
| Participant deferral / active EE | $12,710 | $5,806+118.9% | $5,081+150.2% | $5,609+126.6% |
| Admin fee / account holder | $139 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |