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 | $48,147 | $97,757-50.7% | $83,848-42.6% | $135,375-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.95% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,599 | $4,222-62.1% | $3,631-56.0% | $4,779-66.5% |
| Participant deferral / active EE | $5,481 | $4,682+17.1% | $4,082+34.3% | $5,609-2.3% |
| Admin fee / account holder | $66 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |