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 8-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 | $97,991 | $135,635-27.8% | $110,238-11.1% | $135,375-27.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.20% | 513.19%-516.4pp | 314.74%-317.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $5,765 | $4,906+17.5% | $3,826+50.7% | $4,779+20.6% |
| Participant deferral / active EE | $4,803 | $5,506-12.8% | $4,672+2.8% | $5,609-14.4% |
| Admin fee / account holder | $133 | $11,457-98.8% | $8,547-98.4% | $10,827-98.8% |