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 | $62,303 | $104,106-40.2% | $71,086-12.4% | $135,375-54.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.82% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,496 | $1,485+0.8% | $1,088+37.6% | $4,779-68.7% |
| Participant deferral / active EE | $3,663 | $2,527+44.9% | $1,874+95.4% | $5,609-34.7% |
| Admin fee / account holder | $242 | $4,142-94.2% | $3,082-92.1% | $10,827-97.8% |