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 | $82,838 | $84,402-1.9% | $61,373+35.0% | $134,475-38.4% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -20.74% | 584.55%-605.3pp | 338.61%-359.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,131 | $1,544+38.0% | $1,159+83.8% | $4,740-55.0% |
| Participant deferral / active EE | $4,897 | $2,819+73.7% | $2,125+130.5% | $6,400-23.5% |
| Admin fee / account holder | $296 | $2,585-88.6% | $2,130-86.1% | $11,426-97.4% |