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 | $122,344 | $138,065-11.4% | $123,544-1.0% | $135,375-9.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,884 | $5,151-44.0% | $4,628-37.7% | $4,779-39.6% |
| Participant deferral / active EE | $3,185 | $6,799-53.2% | $6,426-50.4% | $5,609-43.2% |
| Admin fee / account holder | $142 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |