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 | $61,909 | $138,065-55.2% | $123,544-49.9% | $135,375-54.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.84% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,152 | $5,151-58.2% | $4,628-53.5% | $4,779-55.0% |
| Participant deferral / active EE | $8,260 | $6,799+21.5% | $6,426+28.6% | $5,609+47.3% |
| Admin fee / account holder | $85 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |