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 | $83,626 | $138,044-39.4% | $125,339-33.3% | $134,475-37.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.36% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,438 | $5,243-34.4% | $4,814-28.6% | $4,740-27.5% |
| Participant deferral / active EE | $3,947 | $7,799-49.4% | $7,446-47.0% | $6,400-38.3% |
| Admin fee / account holder | $214 | $11,571-98.1% | $10,010-97.9% | $11,426-98.1% |