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 | $50,936 | $90,600-43.8% | $79,464-35.9% | $135,375-62.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.78% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,779 | $3,068-9.4% | $2,800-0.8% | $4,779-41.9% |
| Participant deferral / active EE | $1,244 | $4,050-69.3% | $3,704-66.4% | $5,609-77.8% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |