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 6-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 | $55,543 | $138,044-59.8% | $125,339-55.7% | $134,475-58.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.17% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $19,126 | $5,243+264.8% | $4,814+297.3% | $4,740+303.5% |
| Participant deferral / active EE | $8,576 | $7,799+10.0% | $7,446+15.2% | $6,400+34.0% |
| Admin fee / account holder | $170 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |