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 8-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 | $53,279 | $138,044-61.4% | $125,339-57.5% | $134,475-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.79% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,140 | $5,243-40.1% | $4,814-34.8% | $4,740-33.8% |
| Participant deferral / active EE | $6,833 | $7,799-12.4% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |