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 | $90,398 | $90,600-0.2% | $79,464+13.8% | $135,375-33.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.82% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,852 | $3,068-39.6% | $2,800-33.9% | $4,779-61.2% |
| Participant deferral / active EE | $6,596 | $4,050+62.8% | $3,704+78.1% | $5,609+17.6% |
| Admin fee / account holder | $67 | $5,907-98.9% | $5,113-98.7% | $10,827-99.4% |