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 5-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 | $48,192 | $138,044-65.1% | $125,339-61.6% | $134,475-64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.01% | 750.33%-757.3pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $4,229 | $5,243-19.4% | $4,814-12.2% | $4,740-10.8% |
| Participant deferral / active EE | $9,274 | $7,799+18.9% | $7,446+24.5% | $6,400+44.9% |
| Admin fee / account holder | $298 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |