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 | $51,168 | $168,632-69.7% | $147,614-65.3% | $125,391-59.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.53% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,343 | $6,252-46.5% | $5,564-39.9% | $4,866-31.3% |
| Participant deferral / active EE | $6,814 | $5,507+23.7% | $4,895+39.2% | $5,352+27.3% |
| Admin fee / account holder | $247 | $13,580-98.2% | $11,611-97.9% | $9,540-97.4% |