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 | $62,389 | $160,055-61.0% | $140,016-55.4% | $135,375-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.93% | 911.38%-920.3pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $13,474 | $6,420+109.9% | $5,606+140.4% | $4,779+182.0% |
| Participant deferral / active EE | $11,918 | $7,642+56.0% | $6,927+72.0% | $5,609+112.5% |
| Admin fee / account holder | $106 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |