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 | $64,189 | $90,600-29.2% | $79,464-19.2% | $135,375-52.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.54% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $8,572 | $3,068+179.4% | $2,800+206.1% | $4,779+79.4% |
| Participant deferral / active EE | $5,635 | $4,050+39.1% | $3,704+52.1% | $5,609+0.5% |
| Admin fee / account holder | $204 | $5,907-96.5% | $5,113-96.0% | $10,827-98.1% |