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 | $94,110 | $84,402+11.5% | $61,373+53.3% | $134,475-30.0% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -18.67% | 584.55%-603.2pp | 338.61%-357.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $10,095 | $1,544+553.6% | $1,159+770.7% | $4,740+113.0% |
| Participant deferral / active EE | $2,287 | $2,819-18.9% | $2,125+7.6% | $6,400-64.3% |
| Admin fee / account holder | $196 | $2,585-92.4% | $2,130-90.8% | $11,426-98.3% |