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 6-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 | $66,932 | $138,044-51.5% | $125,339-46.6% | $134,475-50.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,375 | $5,243-35.6% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $21,167 | $7,799+171.4% | $7,446+184.3% | $6,400+230.7% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |