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 | $62,105 | $190,805-67.5% | $159,960-61.2% | $134,475-53.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.35% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $13,659 | $4,995+173.4% | $4,226+223.2% | $4,740+188.2% |
| Participant deferral / active EE | $12,112 | $6,923+75.0% | $6,182+95.9% | $6,400+89.3% |
| Admin fee / account holder | $222 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |