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 | $82,526 | $135,635-39.2% | $110,238-25.1% | $135,375-39.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.30% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,952 | $4,906+0.9% | $3,826+29.4% | $4,779+3.6% |
| Participant deferral / active EE | $14,235 | $5,506+158.5% | $4,672+204.7% | $5,609+153.8% |
| Admin fee / account holder | $13 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |