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 | $63,930 | $135,635-52.9% | $110,238-42.0% | $135,375-52.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.48% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,109 | $4,906-57.0% | $3,826-44.9% | $4,779-55.9% |
| Participant deferral / active EE | $9,576 | $5,506+73.9% | $4,672+105.0% | $5,609+70.7% |
| Admin fee / account holder | $193 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |