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 9-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 | $38,938 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.60% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $9,189 | $6,035+52.3% | $5,298+73.5% | $4,779+92.3% |
| Participant deferral / active EE | $9,800 | $5,806+68.8% | $5,081+92.9% | $5,609+74.7% |
| Admin fee / account holder | $288 | $16,143-98.2% | $13,411-97.9% | $10,827-97.3% |