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 8-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 | $40,656 | $138,044-70.5% | $125,339-67.6% | $134,475-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.72% | 750.33%-763.0pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,028 | $5,243-4.1% | $4,814+4.5% | $4,740+6.1% |
| Participant deferral / active EE | $10,964 | $7,799+40.6% | $7,446+47.2% | $6,400+71.3% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |