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 | $29,477 | $138,044-78.6% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.08% | 750.33%-756.4pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $3,158 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $8,366 | $7,799+7.3% | $7,446+12.3% | $6,400+30.7% |
| Admin fee / account holder | $175 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |