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 9-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 | $47,950 | $97,757-50.9% | $83,848-42.8% | $135,375-64.6% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -7.55% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,691 | $4,222-59.9% | $3,631-53.4% | $4,779-64.6% |
| Participant deferral / active EE | $3,450 | $4,682-26.3% | $4,082-15.5% | $5,609-38.5% |
| Admin fee / account holder | $59 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |