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 | $98,864 | $82,630+19.6% | $64,105+54.2% | $125,391-21.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.47% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $4,384 | $2,671+64.1% | $1,820+140.9% | $4,866-9.9% |
| Participant deferral / active EE | $956 | $3,608-73.5% | $2,822-66.1% | $5,352-82.1% |
| Admin fee / account holder | $175 | $6,382-97.3% | $4,499-96.1% | $9,540-98.2% |