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 | $51,024 | $97,757-47.8% | $83,848-39.1% | $135,375-62.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $9,070 | $4,222+114.8% | $3,631+149.8% | $4,779+89.8% |
| Participant deferral / active EE | $17,955 | $4,682+283.5% | $4,082+339.9% | $5,609+220.1% |
| Admin fee / account holder | $243 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |