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 | $104,130 | $138,044-24.6% | $125,339-16.9% | $134,475-22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,367 | $5,243-54.9% | $4,814-50.8% | $4,740-50.1% |
| Participant deferral / active EE | $8,165 | $7,799+4.7% | $7,446+9.6% | $6,400+27.6% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |