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 | $131,821 | $97,757+34.8% | $83,848+57.2% | $135,375-2.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.92% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $15,997 | $4,222+278.9% | $3,631+340.6% | $4,779+234.8% |
| Participant deferral / active EE | $13,533 | $4,682+189.0% | $4,082+231.6% | $5,609+141.3% |
| Admin fee / account holder | $110 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |