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 9-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 | $65,309 | $138,065-52.7% | $123,544-47.1% | $135,375-51.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.84% | 153.68%-151.8pp | 119.20%-117.4pp | 519.73%-517.9pp |
| Employer contribution / active EE | $2,078 | $5,151-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $10,405 | $6,799+53.0% | $6,426+61.9% | $5,609+85.5% |
| Admin fee / account holder | $49 | $10,916-99.6% | $9,284-99.5% | $10,827-99.5% |