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 | $69,385 | $138,065-49.7% | $123,544-43.8% | $135,375-48.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.32% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,725 | $5,151-47.1% | $4,628-41.1% | $4,779-43.0% |
| Participant deferral / active EE | $12,553 | $6,799+84.6% | $6,426+95.4% | $5,609+123.8% |
| Admin fee / account holder | $90 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |