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 | $62,607 | $97,757-36.0% | $83,848-25.3% | $135,375-53.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.79% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $16,563 | $4,222+292.3% | $3,631+356.2% | $4,779+246.6% |
| Participant deferral / active EE | $2,113 | $4,682-54.9% | $4,082-48.2% | $5,609-62.3% |
| Admin fee / account holder | $267 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |