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 9-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 | $96,092 | $92,703+3.7% | $82,719+16.2% | $134,475-28.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,934 | $3,274-10.4% | $3,009-2.5% | $4,740-38.1% |
| Participant deferral / active EE | $3,617 | $4,802-24.7% | $4,395-17.7% | $6,400-43.5% |
| Admin fee / account holder | $282 | $5,983-95.3% | $5,329-94.7% | $11,426-97.5% |