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 | $86,537 | $92,703-6.7% | $82,719+4.6% | $134,475-35.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.60% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,559 | $3,274+161.4% | $3,009+184.5% | $4,740+80.6% |
| Participant deferral / active EE | $14,701 | $4,802+206.1% | $4,395+234.5% | $6,400+129.7% |
| Admin fee / account holder | $207 | $5,983-96.5% | $5,329-96.1% | $11,426-98.2% |