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 | $74,111 | $92,703-20.1% | $82,719-10.4% | $134,475-44.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.09% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,053 | $3,274-6.7% | $3,009+1.5% | $4,740-35.6% |
| Participant deferral / active EE | $4,820 | $4,802+0.4% | $4,395+9.7% | $6,400-24.7% |
| Admin fee / account holder | $76 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |