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 | $53,878 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.85% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,033 | $4,038-0.1% | $3,635+11.0% | $4,740-14.9% |
| Participant deferral / active EE | $7,495 | $5,291+41.7% | $4,728+58.5% | $6,400+17.1% |
| Admin fee / account holder | $133 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |