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 | $39,914 | $95,971-58.4% | $74,550-46.5% | $135,375-70.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.54% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,517 | $2,716+29.5% | $1,961+79.3% | $4,779-26.4% |
| Participant deferral / active EE | $12,315 | $3,843+220.4% | $3,108+296.2% | $5,609+119.6% |
| Admin fee / account holder | $140 | $6,522-97.9% | $5,060-97.2% | $10,827-98.7% |