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 | $111,060 | $92,703+19.8% | $82,719+34.3% | $134,475-17.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.40% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,181 | $3,274-2.8% | $3,009+5.7% | $4,740-32.9% |
| Participant deferral / active EE | $3,635 | $4,802-24.3% | $4,395-17.3% | $6,400-43.2% |
| Admin fee / account holder | $257 | $5,983-95.7% | $5,329-95.2% | $11,426-97.8% |