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 | $62,948 | $84,402-25.4% | $61,373+2.6% | $134,475-53.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 584.55%-601.1pp | 338.61%-355.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,324 | $1,544-14.3% | $1,159+14.2% | $4,740-72.1% |
| Participant deferral / active EE | $3,225 | $2,819+14.4% | $2,125+51.8% | $6,400-49.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |