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 | $111,712 | $99,640+12.1% | $86,436+29.2% | $134,475-16.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | 6782.58%-6801.5pp | 4394.89%-4413.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $672 | $4,400-84.7% | $3,769-82.2% | $4,740-85.8% |
| Participant deferral / active EE | $9,000 | $7,246+24.2% | $6,952+29.5% | $6,400+40.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |