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 | $51,546 | $93,024-44.6% | $77,024-33.1% | $134,475-61.7% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -20.79% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,118 | $3,418+20.5% | $2,812+46.4% | $4,740-13.1% |
| Participant deferral / active EE | $4,293 | $5,238-18.0% | $4,426-3.0% | $6,400-32.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |