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 | $49,909 | $97,757-48.9% | $83,848-40.5% | $135,375-63.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.51% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $15,010 | $4,222+255.6% | $3,631+313.4% | $4,779+214.1% |
| Participant deferral / active EE | $9,800 | $4,682+109.3% | $4,082+140.1% | $5,609+74.7% |
| Admin fee / account holder | $200 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |