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 | $80,593 | $138,044-41.6% | $125,339-35.7% | $134,475-40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.66% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $12,950 | $5,243+147.0% | $4,814+169.0% | $4,740+173.2% |
| Participant deferral / active EE | $9,764 | $7,799+25.2% | $7,446+31.1% | $6,400+52.6% |
| Admin fee / account holder | $195 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |