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 | $75,117 | $97,757-23.2% | $83,848-10.4% | $135,375-44.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.88% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,391 | $4,222-43.4% | $3,631-34.1% | $4,779-50.0% |
| Participant deferral / active EE | $8,401 | $4,682+79.4% | $4,082+105.8% | $5,609+49.8% |
| Admin fee / account holder | $266 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |