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 | $77,884 | $97,757-20.3% | $83,848-7.1% | $135,375-42.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.00% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,671 | $4,222-60.4% | $3,631-54.0% | $4,779-65.0% |
| Participant deferral / active EE | $2,781 | $4,682-40.6% | $4,082-31.9% | $5,609-50.4% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |