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 | $104,219 | $180,449-42.2% | $154,107-32.4% | $135,375-23.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.66% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,904 | $6,035-68.5% | $5,298-64.1% | $4,779-60.2% |
| Participant deferral / active EE | $3,864 | $5,806-33.5% | $5,081-24.0% | $5,609-31.1% |
| Admin fee / account holder | $30 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |