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 | $88,120 | $135,635-35.0% | $110,238-20.1% | $135,375-34.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.09% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,099 | $4,906+44.7% | $3,826+85.5% | $4,779+48.6% |
| Participant deferral / active EE | $10,625 | $5,506+93.0% | $4,672+127.4% | $5,609+89.4% |
| Admin fee / account holder | $215 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |