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 | $124,486 | $90,600+37.4% | $79,464+56.7% | $135,375-8.0% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -7.83% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,420 | $3,068-21.1% | $2,800-13.6% | $4,779-49.4% |
| Participant deferral / active EE | $9,679 | $4,050+139.0% | $3,704+161.3% | $5,609+72.6% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |