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 | $106,160 | $138,044-23.1% | $125,339-15.3% | $134,475-21.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $8,097 | $5,243+54.4% | $4,814+68.2% | $4,740+70.8% |
| Participant deferral / active EE | $14,117 | $7,799+81.0% | $7,446+89.6% | $6,400+120.6% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |