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 5-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 | $111,709 | $88,594+26.1% | $70,092+59.4% | $134,475-16.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.59% | 442.67%-460.3pp | 190.73%-208.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $48,000 | $3,233+1384.8% | $2,559+1775.9% | $4,740+912.7% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $175 | $10,441-98.3% | $6,267-97.2% | $11,426-98.5% |