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 | $71,137 | $138,044-48.5% | $125,339-43.2% | $134,475-47.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.17% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,659 | $5,243-49.3% | $4,814-44.8% | $4,740-43.9% |
| Participant deferral / active EE | $7,384 | $7,799-5.3% | $7,446-0.8% | $6,400+15.4% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |