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 | $120,609 | $99,640+21.0% | $86,436+39.5% | $134,475-10.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.32% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,983 | $4,400+149.6% | $3,769+191.4% | $4,740+131.7% |
| Participant deferral / active EE | $11,044 | $7,246+52.4% | $6,952+58.9% | $6,400+72.6% |
| Admin fee / account holder | $20 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |