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 10-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 | $49,199 | $160,055-69.3% | $140,016-64.9% | $135,375-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.98% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,078 | $6,420-67.6% | $5,606-62.9% | $4,779-56.5% |
| Participant deferral / active EE | $8,816 | $7,642+15.4% | $6,927+27.3% | $5,609+57.2% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |