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 | $76,511 | $152,509-49.8% | $117,472-34.9% | $134,475-43.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.68% | 52.99%-70.7pp | 29.74%-47.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,287 | $5,571-76.9% | $4,176-69.2% | $4,740-72.9% |
| Participant deferral / active EE | $4,762 | $4,818-1.2% | $4,070+17.0% | $6,400-25.6% |
| Admin fee / account holder | $60 | $7,004-99.1% | $5,645-98.9% | $11,426-99.5% |