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 | $102,915 | $138,044-25.4% | $125,339-17.9% | $134,475-23.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.53% | 750.33%-756.9pp | 572.05%-578.6pp | 417.96%-424.5pp |
| Employer contribution / active EE | $3,437 | $5,243-34.5% | $4,814-28.6% | $4,740-27.5% |
| Participant deferral / active EE | $4,650 | $7,799-40.4% | $7,446-37.6% | $6,400-27.3% |
| Admin fee / account holder | $176 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |