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 | $92,724 | $90,600+2.3% | $79,464+16.7% | $135,375-31.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.88% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $378 | $3,068-87.7% | $2,800-86.5% | $4,779-92.1% |
| Participant deferral / active EE | $7,757 | $4,050+91.5% | $3,704+109.4% | $5,609+38.3% |
| Admin fee / account holder | $206 | $5,907-96.5% | $5,113-96.0% | $10,827-98.1% |