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 | $83,748 | $138,065-39.3% | $123,544-32.2% | $135,375-38.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,473 | $5,151+45.1% | $4,628+61.5% | $4,779+56.4% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $270 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |