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 | $52,245 | $160,055-67.4% | $140,016-62.7% | $135,375-61.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.63% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,640 | $6,420-43.3% | $5,606-35.1% | $4,779-23.8% |
| Participant deferral / active EE | $7,395 | $7,642-3.2% | $6,927+6.8% | $5,609+31.8% |
| Admin fee / account holder | $75 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |