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 6-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 | $37,049 | $152,509-75.7% | $117,472-68.5% | $134,475-72.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.04% | 52.99%-65.0pp | 29.74%-41.8pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,039 | $5,571-27.5% | $4,176-3.3% | $4,740-14.8% |
| Participant deferral / active EE | $5,326 | $4,818+10.5% | $4,070+30.8% | $6,400-16.8% |
| Admin fee / account holder | $14 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |