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 | $56,428 | $90,600-37.7% | $79,464-29.0% | $135,375-58.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.18% | 977.43%-980.6pp | 718.14%-721.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $20,151 | $3,068+556.8% | $2,800+619.6% | $4,779+321.7% |
| Participant deferral / active EE | $7,110 | $4,050+75.5% | $3,704+92.0% | $5,609+26.8% |
| Admin fee / account holder | $31 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |