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 | $55,658 | $138,044-59.7% | $125,339-55.6% | $134,475-58.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.81% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,814-44.7% | $4,740-43.9% |
| Participant deferral / active EE | $18,667 | $7,799+139.4% | $7,446+150.7% | $6,400+191.7% |
| Admin fee / account holder | $183 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |