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 | $85,199 | $95,971-11.2% | $74,550+14.3% | $135,375-37.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.16% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,055 | $2,716-61.2% | $1,961-46.2% | $4,779-77.9% |
| Participant deferral / active EE | $5,604 | $3,843+45.8% | $3,108+80.3% | $5,609-0.1% |
| Admin fee / account holder | $198 | $6,522-97.0% | $5,060-96.1% | $10,827-98.2% |