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 8-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 | $89,266 | $90,600-1.5% | $79,464+12.3% | $135,375-34.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -1.68% | 977.43%-979.1pp | 718.14%-719.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,350 | $3,068-56.0% | $2,800-51.8% | $4,779-71.7% |
| Participant deferral / active EE | $5,924 | $4,050+46.3% | $3,704+59.9% | $5,609+5.6% |
| Admin fee / account holder | $233 | $5,907-96.1% | $5,113-95.4% | $10,827-97.8% |