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 7-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 | $56,625 | $138,044-59.0% | $125,339-54.8% | $134,475-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.96% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,451 | $5,243+23.0% | $4,814+34.0% | $4,740+36.1% |
| Participant deferral / active EE | $9,363 | $7,799+20.1% | $7,446+25.7% | $6,400+46.3% |
| Admin fee / account holder | $56 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |