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 | $105,147 | $180,449-41.7% | $154,107-31.8% | $135,375-22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.41% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,638 | $6,035-39.7% | $5,298-31.3% | $4,779-23.9% |
| Participant deferral / active EE | $5,574 | $5,806-4.0% | $5,081+9.7% | $5,609-0.6% |
| Admin fee / account holder | $137 | $16,143-99.2% | $13,411-99.0% | $10,827-98.7% |