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 | $52,486 | $168,632-68.9% | $147,614-64.4% | $125,391-58.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,948 | $6,252-68.8% | $5,564-65.0% | $4,866-60.0% |
| Participant deferral / active EE | $3,432 | $5,507-37.7% | $4,895-29.9% | $5,352-35.9% |
| Admin fee / account holder | $74 | $13,580-99.5% | $11,611-99.4% | $9,540-99.2% |