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 | $66,720 | $138,065-51.7% | $123,544-46.0% | $135,375-50.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.43% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,621 | $5,151-49.1% | $4,628-43.4% | $4,779-45.2% |
| Participant deferral / active EE | $22,029 | $6,799+224.0% | $6,426+242.8% | $5,609+292.8% |
| Admin fee / account holder | $156 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |