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 | $62,967 | $90,600-30.5% | $79,464-20.8% | $135,375-53.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 977.43%-982.8pp | 718.14%-723.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $5,325 | $3,068+73.6% | $2,800+90.2% | $4,779+11.4% |
| Participant deferral / active EE | $5,324 | $4,050+31.4% | $3,704+43.7% | $5,609-5.1% |
| Admin fee / account holder | $26 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |