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 | $108,394 | $180,449-39.9% | $154,107-29.7% | $135,375-19.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.30% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,622 | $6,035-23.4% | $5,298-12.8% | $4,779-3.3% |
| Participant deferral / active EE | $5,949 | $5,806+2.5% | $5,081+17.1% | $5,609+6.1% |
| Admin fee / account holder | $32 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |