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 | $66,298 | $84,695-21.7% | $73,843-10.2% | $125,391-47.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.04% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,581 | $3,123-49.4% | $2,787-43.3% | $4,866-67.5% |
| Participant deferral / active EE | $7,341 | $3,992+83.9% | $3,583+104.9% | $5,352+37.2% |
| Admin fee / account holder | $166 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |