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 | $55,959 | $133,958-58.2% | $112,228-50.1% | $134,475-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.63% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,827 | $4,038+93.8% | $3,635+115.3% | $4,740+65.1% |
| Participant deferral / active EE | $6,661 | $5,291+25.9% | $4,728+40.9% | $6,400+4.1% |
| Admin fee / account holder | $214 | $7,489-97.1% | $6,410-96.7% | $11,426-98.1% |