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 6-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 | $112,372 | $138,044-18.6% | $125,339-10.3% | $134,475-16.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.34% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,900 | $5,243-63.8% | $4,814-60.5% | $4,740-59.9% |
| Participant deferral / active EE | $5,192 | $7,799-33.4% | $7,446-30.3% | $6,400-18.9% |
| Admin fee / account holder | $192 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |