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 | $72,804 | $97,757-25.5% | $83,848-13.2% | $135,375-46.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.65% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $12,656 | $4,222+199.8% | $3,631+248.6% | $4,779+164.8% |
| Participant deferral / active EE | $7,232 | $4,682+54.4% | $4,082+77.2% | $5,609+28.9% |
| Admin fee / account holder | $296 | $6,674-95.6% | $5,478-94.6% | $10,827-97.3% |