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 | $114,540 | $92,703+23.6% | $82,719+38.5% | $134,475-14.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.17% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $759 | $3,274-76.8% | $3,009-74.8% | $4,740-84.0% |
| Participant deferral / active EE | $8,149 | $4,802+69.7% | $4,395+85.4% | $6,400+27.3% |
| Admin fee / account holder | $48 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |