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 7-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 | $65,982 | $190,805-65.4% | $159,960-58.8% | $134,475-50.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.56% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,269 | $4,995+125.6% | $4,226+166.7% | $4,740+137.8% |
| Participant deferral / active EE | $22,724 | $6,923+228.2% | $6,182+267.6% | $6,400+255.1% |
| Admin fee / account holder | $36 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |