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 | $71,099 | $95,971-25.9% | $74,550-4.6% | $135,375-47.5% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -8.11% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,238 | $2,716-54.4% | $1,961-36.9% | $4,779-74.1% |
| Participant deferral / active EE | $2,558 | $3,843-33.4% | $3,108-17.7% | $5,609-54.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |