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 | $84,703 | $135,635-37.6% | $110,238-23.2% | $135,375-37.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.42% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,744 | $4,906-3.3% | $3,826+24.0% | $4,779-0.7% |
| Participant deferral / active EE | $11,047 | $5,506+100.6% | $4,672+136.5% | $5,609+97.0% |
| Admin fee / account holder | $6 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |