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 | $58,394 | $67,331-13.3% | $60,874-4.1% | $134,475-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.76% | 49.93%-66.7pp | 16.90%-33.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,201 | $3,096+100.3% | $2,701+129.5% | $4,740+30.8% |
| Participant deferral / active EE | $6,661 | $4,538+46.8% | $3,817+74.5% | $6,400+4.1% |
| Admin fee / account holder | $3 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |