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 | $52,372 | $90,600-42.2% | $79,464-34.1% | $135,375-61.3% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -7.67% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,761 | $3,068+22.6% | $2,800+34.3% | $4,779-21.3% |
| Participant deferral / active EE | $7,619 | $4,050+88.1% | $3,704+105.7% | $5,609+35.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |