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 | $71,931 | $138,065-47.9% | $123,544-41.8% | $135,375-46.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.62% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $2,986 | $5,151-42.0% | $4,628-35.5% | $4,779-37.5% |
| Participant deferral / active EE | $10,322 | $6,799+51.8% | $6,426+60.6% | $5,609+84.0% |
| Admin fee / account holder | $193 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |