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 | $65,808 | $99,640-34.0% | $86,436-23.9% | $134,475-51.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -17.94% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,562 | $7,246+18.2% | $6,952+23.2% | $6,400+33.8% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |