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 | $69,149 | $138,044-49.9% | $125,339-44.8% | $134,475-48.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,290 | $5,243+39.0% | $4,814+51.4% | $4,740+53.8% |
| Participant deferral / active EE | $20,125 | $7,799+158.1% | $7,446+170.3% | $6,400+214.5% |
| Admin fee / account holder | $224 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |