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 | $65,721 | $97,757-32.8% | $83,848-21.6% | $135,375-51.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.00% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,447 | $4,222-65.7% | $3,631-60.2% | $4,779-69.7% |
| Participant deferral / active EE | $3,833 | $4,682-18.1% | $4,082-6.1% | $5,609-31.7% |
| Admin fee / account holder | $3 | $6,674-100.0% | $5,478-99.9% | $10,827-100.0% |