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 | $36,779 | $90,600-59.4% | $79,464-53.7% | $135,375-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,569 | $3,068-16.3% | $2,800-8.3% | $4,779-46.2% |
| Participant deferral / active EE | $9,211 | $4,050+127.4% | $3,704+148.7% | $5,609+64.2% |
| Admin fee / account holder | $151 | $5,907-97.4% | $5,113-97.1% | $10,827-98.6% |