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 | $79,877 | $180,449-55.7% | $154,107-48.2% | $135,375-41.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,792 | $6,035-70.3% | $5,298-66.2% | $4,779-62.5% |
| Participant deferral / active EE | $3,225 | $5,806-44.5% | $5,081-36.5% | $5,609-42.5% |
| Admin fee / account holder | $221 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |