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 | $79,070 | $92,703-14.7% | $82,719-4.4% | $134,475-41.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.04% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,148 | $3,274+87.8% | $3,009+104.3% | $4,740+29.7% |
| Participant deferral / active EE | $4,998 | $4,802+4.1% | $4,395+13.7% | $6,400-21.9% |
| Admin fee / account holder | $138 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |