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 | $103,363 | $160,055-35.4% | $140,016-26.2% | $135,375-23.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.33% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,965 | $6,420-69.4% | $5,606-65.0% | $4,779-58.9% |
| Participant deferral / active EE | $17,857 | $7,642+133.7% | $6,927+157.8% | $5,609+218.4% |
| Admin fee / account holder | $43 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |