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 | $73,935 | $90,600-18.4% | $79,464-7.0% | $135,375-45.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.91% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,903 | $3,068+27.2% | $2,800+39.4% | $4,779-18.3% |
| Participant deferral / active EE | $7,209 | $4,050+78.0% | $3,704+94.6% | $5,609+28.5% |
| Admin fee / account holder | -$819 | $5,907-113.9% | $5,113-116.0% | $10,827-107.6% |