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 | $42,038 | $90,600-53.6% | $79,464-47.1% | $135,375-68.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.39% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,416 | $3,068+11.4% | $2,800+22.0% | $4,779-28.5% |
| Participant deferral / active EE | $10,598 | $4,050+161.7% | $3,704+186.1% | $5,609+89.0% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |