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 | $83,341 | $138,044-39.6% | $125,339-33.5% | $134,475-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,369 | $5,243-35.8% | $4,814-30.0% | $4,740-28.9% |
| Participant deferral / active EE | $8,774 | $7,799+12.5% | $7,446+17.8% | $6,400+37.1% |
| Admin fee / account holder | $63 | $11,571-99.5% | $10,010-99.4% | $11,426-99.4% |