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 9-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 | $65,461 | $92,703-29.4% | $82,719-20.9% | $134,475-51.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.50% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,458 | $3,274+97.3% | $3,009+114.6% | $4,740+36.3% |
| Participant deferral / active EE | $9,348 | $4,802+94.7% | $4,395+112.7% | $6,400+46.1% |
| Admin fee / account holder | $129 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |