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 | $56,006 | $138,044-59.4% | $125,339-55.3% | $134,475-58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.98% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,118 | $5,243-40.5% | $4,814-35.2% | $4,740-34.2% |
| Participant deferral / active EE | $4,493 | $7,799-42.4% | $7,446-39.7% | $6,400-29.8% |
| Admin fee / account holder | $287 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |