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 | $55,214 | $97,757-43.5% | $83,848-34.1% | $135,375-59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.26% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,076 | $4,222+43.9% | $3,631+67.3% | $4,779+27.1% |
| Participant deferral / active EE | $6,022 | $4,682+28.6% | $4,082+47.5% | $5,609+7.4% |
| Admin fee / account holder | $49 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |