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 | $60,600 | $160,055-62.1% | $140,016-56.7% | $135,375-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.93% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,901 | $6,420-39.2% | $5,606-30.4% | $4,779-18.4% |
| Participant deferral / active EE | $6,677 | $7,642-12.6% | $6,927-3.6% | $5,609+19.0% |
| Admin fee / account holder | $142 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |