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 | $91,244 | $190,805-52.2% | $159,960-43.0% | $134,475-32.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.28% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,276 | $4,995-54.4% | $4,226-46.1% | $4,740-52.0% |
| Participant deferral / active EE | $11,179 | $6,923+61.5% | $6,182+80.8% | $6,400+74.7% |
| Admin fee / account holder | $41 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |