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 | $94,654 | $180,449-47.5% | $154,107-38.6% | $135,375-30.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.56% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,681 | $6,035-72.2% | $5,298-68.3% | $4,779-64.8% |
| Participant deferral / active EE | $4,700 | $5,806-19.0% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $208 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |