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 | $72,817 | $43,723+66.5% | $121,196-39.9% | $64,186+13.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.17% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,935 | $1,296+203.5% | $4,022-2.2% | $2,381+65.3% |
| Participant deferral / active EE | $2,419 | $2,280+6.1% | $3,344-27.7% | $3,470-30.3% |
| Admin fee / account holder | $202 | $3,501-94.2% | $5,019-96.0% | $4,888-95.9% |