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 | $77,555 | $180,449-57.0% | $154,107-49.7% | $135,375-42.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.48% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,825 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $8,122 | $5,806+39.9% | $5,081+59.9% | $5,609+44.8% |
| Admin fee / account holder | $122 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |