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 | $49,261 | $135,635-63.7% | $110,238-55.3% | $135,375-63.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | 513.19%-521.5pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,443 | $4,906-50.2% | $3,826-36.2% | $4,779-48.9% |
| Participant deferral / active EE | $10,735 | $5,506+95.0% | $4,672+129.8% | $5,609+91.4% |
| Admin fee / account holder | $129 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |