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 5-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 | $68,795 | $147,727-53.4% | $115,756-40.6% | $134,475-48.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -11.68% | 73.96%-85.6pp | 143.14%-154.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $10,000 | $4,713+112.2% | $3,793+163.7% | $4,740+111.0% |
| Participant deferral / active EE | $27,000 | $7,563+257.0% | $6,254+331.7% | $6,400+321.9% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |