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 | $114,740 | $82,630+38.9% | $64,105+79.0% | $125,391-8.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.88% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,044 | $2,671-23.5% | $1,820+12.3% | $4,866-58.0% |
| Participant deferral / active EE | $4,973 | $3,608+37.8% | $2,822+76.3% | $5,352-7.1% |
| Admin fee / account holder | $262 | $6,382-95.9% | $4,499-94.2% | $9,540-97.3% |