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 9-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 | $58,078 | $138,044-57.9% | $125,339-53.7% | $134,475-56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,161 | $5,243-20.7% | $4,814-13.6% | $4,740-12.2% |
| Participant deferral / active EE | $6,713 | $7,799-13.9% | $7,446-9.9% | $6,400+4.9% |
| Admin fee / account holder | $245 | $11,571-97.9% | $10,010-97.5% | $11,426-97.9% |