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 | $73,511 | $97,757-24.8% | $83,848-12.3% | $135,375-45.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.06% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.8pp |
| Employer contribution / active EE | $7,273 | $4,222+72.3% | $3,631+100.3% | $4,779+52.2% |
| Participant deferral / active EE | $3,534 | $4,682-24.5% | $4,082-13.4% | $5,609-37.0% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |