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 9-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 | $46,887 | $138,044-66.0% | $125,339-62.6% | $134,475-65.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,343 | $5,243-17.2% | $4,814-9.8% | $4,740-8.4% |
| Participant deferral / active EE | $8,517 | $7,799+9.2% | $7,446+14.4% | $6,400+33.1% |
| Admin fee / account holder | $86 | $11,571-99.3% | $10,010-99.1% | $11,426-99.2% |