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 | $54,610 | $160,055-65.9% | $140,016-61.0% | $135,375-59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.98% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,674 | $6,420-58.3% | $5,606-52.3% | $4,779-44.0% |
| Participant deferral / active EE | $3,049 | $7,642-60.1% | $6,927-56.0% | $5,609-45.6% |
| Admin fee / account holder | $181 | $13,328-98.6% | $10,705-98.3% | $10,827-98.3% |