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 | $65,856 | $97,757-32.6% | $83,848-21.5% | $135,375-51.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $10,896 | $4,222+158.1% | $3,631+200.1% | $4,779+128.0% |
| Participant deferral / active EE | $11,410 | $4,682+143.7% | $4,082+179.6% | $5,609+103.4% |
| Admin fee / account holder | $122 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |