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 | $45,903 | $138,044-66.7% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.08% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,498 | $5,243-14.2% | $4,814-6.6% | $4,740-5.1% |
| Participant deferral / active EE | $10,130 | $7,799+29.9% | $7,446+36.0% | $6,400+58.3% |
| Admin fee / account holder | $168 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |