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 | $98,607 | $138,065-28.6% | $123,544-20.2% | $135,375-27.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.83% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,587 | $5,151-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $13,869 | $6,799+104.0% | $6,426+115.8% | $5,609+147.3% |
| Admin fee / account holder | $160 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |