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 | $72,996 | $138,065-47.1% | $123,544-40.9% | $135,375-46.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.24% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,525 | $5,151-12.2% | $4,628-2.2% | $4,779-5.3% |
| Participant deferral / active EE | $10,199 | $6,799+50.0% | $6,426+58.7% | $5,609+81.8% |
| Admin fee / account holder | $276 | $10,916-97.5% | $9,284-97.0% | $10,827-97.4% |