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 7-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 | $81,762 | $152,509-46.4% | $117,472-30.4% | $134,475-39.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.28% | 52.99%-72.3pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $9,614 | $5,571+72.6% | $4,176+130.2% | $4,740+102.8% |
| Participant deferral / active EE | $18,466 | $4,818+283.3% | $4,070+353.7% | $6,400+188.5% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |