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 | $87,367 | $104,106-16.1% | $71,086+22.9% | $135,375-35.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.44% | 1256.30%-1262.7pp | 650.59%-657.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $6,863 | $1,485+362.2% | $1,088+531.0% | $4,779+43.6% |
| Participant deferral / active EE | $6,167 | $2,527+144.0% | $1,874+229.0% | $5,609+9.9% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.8% | $10,827-100.0% |