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 | $68,427 | $67,331+1.6% | $60,874+12.4% | $134,475-49.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.07% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,532 | $3,096+111.0% | $2,701+141.8% | $4,740+37.8% |
| Participant deferral / active EE | $1,293 | $4,538-71.5% | $3,817-66.1% | $6,400-79.8% |
| Admin fee / account holder | $104 | $4,582-97.7% | $3,224-96.8% | $11,426-99.1% |