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 | $55,068 | $135,635-59.4% | $110,238-50.0% | $135,375-59.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.91% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,877 | $4,906+19.8% | $3,826+53.6% | $4,779+23.0% |
| Participant deferral / active EE | $5,329 | $5,506-3.2% | $4,672+14.1% | $5,609-5.0% |
| Admin fee / account holder | $6 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |