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 | $82,005 | $138,044-40.6% | $125,339-34.6% | $134,475-39.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.10% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,754 | $5,243-9.3% | $4,814-1.2% | $4,740+0.3% |
| Participant deferral / active EE | $7,054 | $7,799-9.6% | $7,446-5.3% | $6,400+10.2% |
| Admin fee / account holder | $208 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |