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 | $37,125 | $135,635-72.6% | $110,238-66.3% | $135,375-72.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.53% | 513.19%-516.7pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $5,316 | $4,906+8.3% | $3,826+38.9% | $4,779+11.2% |
| Participant deferral / active EE | $5,126 | $5,506-6.9% | $4,672+9.7% | $5,609-8.6% |
| Admin fee / account holder | $207 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |