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 | $89,024 | $180,449-50.7% | $154,107-42.2% | $135,375-34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $17,658 | $6,035+192.6% | $5,298+233.3% | $4,779+269.5% |
| Participant deferral / active EE | $6,000 | $5,806+3.3% | $5,081+18.1% | $5,609+7.0% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |