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 9-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 | $49,583 | $160,055-69.0% | $140,016-64.6% | $135,375-63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.79% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,091 | $6,420-67.4% | $5,606-62.7% | $4,779-56.3% |
| Participant deferral / active EE | $4,870 | $7,642-36.3% | $6,927-29.7% | $5,609-13.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |