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 5-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 | $53,248 | $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 | -9.97% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $16,603 | $5,243+216.7% | $4,814+244.9% | $4,740+250.3% |
| Participant deferral / active EE | $12,995 | $7,799+66.6% | $7,446+74.5% | $6,400+103.1% |
| Admin fee / account holder | $154 | $11,571-98.7% | $10,010-98.5% | $11,426-98.6% |