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 | $86,005 | $90,600-5.1% | $79,464+8.2% | $135,375-36.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.57% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,278 | $3,068+104.6% | $2,800+124.2% | $4,779+31.4% |
| Participant deferral / active EE | $5,180 | $4,050+27.9% | $3,704+39.9% | $5,609-7.6% |
| Admin fee / account holder | $140 | $5,907-97.6% | $5,113-97.3% | $10,827-98.7% |