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 | $58,905 | $138,065-57.3% | $123,544-52.3% | $135,375-56.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,803 | $5,151-6.8% | $4,628+3.8% | $4,779+0.5% |
| Participant deferral / active EE | $18,249 | $6,799+168.4% | $6,426+184.0% | $5,609+225.4% |
| Admin fee / account holder | $271 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |