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 | $22,365 | $76,000-70.6% | $154,107-85.5% | $64,186-65.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.88% | 30.32%-31.2pp | 735.12%-736.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,545 | $3,351-24.0% | $5,298-52.0% | $2,381+6.9% |
| Participant deferral / active EE | $2,596 | $3,175-18.2% | $5,081-48.9% | $3,470-25.2% |
| Admin fee / account holder | $44 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |