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 | $87,814 | $97,757-10.2% | $83,848+4.7% | $135,375-35.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.41% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,417 | $4,222+4.6% | $3,631+21.7% | $4,779-7.6% |
| Participant deferral / active EE | $14,406 | $4,682+207.7% | $4,082+253.0% | $5,609+156.9% |
| Admin fee / account holder | $13 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |