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 8-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 | $71,357 | $147,727-51.7% | $115,756-38.4% | $134,475-46.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -20.65% | 73.96%-94.6pp | 143.14%-163.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,594 | $4,713+18.7% | $3,793+47.5% | $4,740+18.0% |
| Participant deferral / active EE | $15,731 | $7,563+108.0% | $6,254+151.5% | $6,400+145.8% |
| Admin fee / account holder | $297 | $14,571-98.0% | $8,124-96.3% | $11,426-97.4% |