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 | $44,328 | $138,044-67.9% | $125,339-64.6% | $134,475-67.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.55% | 750.33%-759.9pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,312 | $5,243-55.9% | $4,814-52.0% | $4,740-51.2% |
| Participant deferral / active EE | $2,993 | $7,799-61.6% | $7,446-59.8% | $6,400-53.2% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |