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 | $72,949 | $97,757-25.4% | $83,848-13.0% | $135,375-46.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -6.57% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,918 | $4,222-7.2% | $3,631+7.9% | $4,779-18.0% |
| Participant deferral / active EE | $14,006 | $4,682+199.1% | $4,082+243.2% | $5,609+149.7% |
| Admin fee / account holder | $10 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |