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 | $76,833 | $84,402-9.0% | $61,373+25.2% | $134,475-42.9% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -16.98% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,213 | $1,544-21.5% | $1,159+4.6% | $4,740-74.4% |
| Participant deferral / active EE | $2,638 | $2,819-6.4% | $2,125+24.2% | $6,400-58.8% |
| Admin fee / account holder | $300 | $2,585-88.4% | $2,130-85.9% | $11,426-97.4% |