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 | $69,475 | $138,044-49.7% | $125,339-44.6% | $134,475-48.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.58% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,680 | $5,243+8.3% | $4,814+18.0% | $4,740+19.8% |
| Participant deferral / active EE | $14,360 | $7,799+84.1% | $7,446+92.8% | $6,400+124.4% |
| Admin fee / account holder | $57 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |