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 | $65,179 | $138,044-52.8% | $125,339-48.0% | $134,475-51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.49% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,947 | $5,243-43.8% | $4,814-38.8% | $4,740-37.8% |
| Participant deferral / active EE | $8,644 | $7,799+10.8% | $7,446+16.1% | $6,400+35.1% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |