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 | $73,472 | $104,106-29.4% | $71,086+3.4% | $135,375-45.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1256.30%-1263.3pp | 650.59%-657.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,600 | $1,485+75.1% | $1,088+139.0% | $4,779-45.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $230 | $4,142-94.4% | $3,082-92.5% | $10,827-97.9% |