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 | $99,076 | $90,600+9.4% | $79,464+24.7% | $135,375-26.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.23% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,397 | $3,068+43.3% | $2,800+57.0% | $4,779-8.0% |
| Participant deferral / active EE | $1,132 | $4,050-72.1% | $3,704-69.4% | $5,609-79.8% |
| Admin fee / account holder | $47 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |