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 | $82,254 | $90,600-9.2% | $79,464+3.5% | $135,375-39.2% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.83% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $999 | $3,068-67.4% | $2,800-64.3% | $4,779-79.1% |
| Participant deferral / active EE | $6,315 | $4,050+55.9% | $3,704+70.5% | $5,609+12.6% |
| Admin fee / account holder | -$181 | $5,907-103.1% | $5,113-103.5% | $10,827-101.7% |