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 9-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 | $75,875 | $95,971-20.9% | $74,550+1.8% | $135,375-44.0% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -4.32% | 56.96%-61.3pp | 32.53%-36.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,124 | $2,716+15.0% | $1,961+59.3% | $4,779-34.6% |
| Participant deferral / active EE | $7,939 | $3,843+106.6% | $3,108+155.4% | $5,609+41.5% |
| Admin fee / account holder | $11 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |