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 | $147,393 | $92,703+59.0% | $82,719+78.2% | $134,475+9.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.18% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,158 | $4,802+236.5% | $4,395+267.7% | $6,400+152.5% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |