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 | $120,114 | $92,703+29.6% | $82,719+45.2% | $134,475-10.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.27% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,700 | $3,274-48.1% | $3,009-43.5% | $4,740-64.1% |
| Participant deferral / active EE | $13,796 | $4,802+187.3% | $4,395+213.9% | $6,400+115.6% |
| Admin fee / account holder | $31 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |