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 | $51,838 | $133,958-61.3% | $112,228-53.8% | $134,475-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.67% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,164 | $4,038-46.4% | $3,635-40.5% | $4,740-54.3% |
| Participant deferral / active EE | $13,344 | $5,291+152.2% | $4,728+182.2% | $6,400+108.5% |
| Admin fee / account holder | $43 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |