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 | $97,730 | $104,106-6.1% | $71,086+37.5% | $135,375-27.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.78% | 1256.30%-1260.1pp | 650.59%-654.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $286 | $1,485-80.7% | $1,088-73.7% | $4,779-94.0% |
| Participant deferral / active EE | $286 | $2,527-88.7% | $1,874-84.7% | $5,609-94.9% |
| Admin fee / account holder | $44 | $4,142-98.9% | $3,082-98.6% | $10,827-99.6% |