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 | $37,761 | $138,065-72.6% | $123,544-69.4% | $135,375-72.1% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -1.67% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,611 | $5,151-68.7% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $3,366 | $6,799-50.5% | $6,426-47.6% | $5,609-40.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |