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 9-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 | $91,336 | $99,640-8.3% | $86,436+5.7% | $134,475-32.1% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -17.29% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,539 | $4,400+3.2% | $3,769+20.5% | $4,740-4.2% |
| Participant deferral / active EE | $10,016 | $7,246+38.2% | $6,952+44.1% | $6,400+56.5% |
| Admin fee / account holder | $4 | $8,371-100.0% | $6,731-99.9% | $11,426-100.0% |