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 | $52,496 | $67,331-22.0% | $60,874-13.8% | $134,475-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.79% | 49.93%-62.7pp | 16.90%-29.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $881 | $3,096-71.5% | $2,701-67.4% | $4,740-81.4% |
| Participant deferral / active EE | $6,466 | $4,538+42.5% | $3,817+69.4% | $6,400+1.0% |
| Admin fee / account holder | $11 | $4,582-99.8% | $3,224-99.6% | $11,426-99.9% |