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 | $57,743 | $168,632-65.8% | $147,614-60.9% | $125,391-54.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.01% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $4,945 | $6,252-20.9% | $5,564-11.1% | $4,866+1.6% |
| Participant deferral / active EE | $5,220 | $5,507-5.2% | $4,895+6.6% | $5,352-2.5% |
| Admin fee / account holder | $33 | $13,580-99.8% | $11,611-99.7% | $9,540-99.7% |