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 | $87,417 | $92,703-5.7% | $82,719+5.7% | $134,475-35.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.03% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,086 | $3,274+55.4% | $3,009+69.0% | $4,740+7.3% |
| Participant deferral / active EE | $5,086 | $4,802+5.9% | $4,395+15.7% | $6,400-20.5% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |