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 | $50,320 | $138,044-63.5% | $125,339-59.9% | $134,475-62.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.39% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,769 | $5,243-9.0% | $4,814-0.9% | $4,740+0.6% |
| Participant deferral / active EE | $14,932 | $7,799+91.5% | $7,446+100.5% | $6,400+133.3% |
| Admin fee / account holder | $107 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |