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 | $43,451 | $54,350-20.1% | $82,719-47.5% | $68,494-36.6% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -18.89% | -13.67%-5.2pp | 701.18%-720.1pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,571 | $2,218-29.2% | $3,009-47.8% | $2,596-39.5% |
| Participant deferral / active EE | $3,714 | $3,246+14.4% | $4,395-15.5% | $4,027-7.8% |
| Admin fee / account holder | $268 | $4,395-93.9% | $5,329-95.0% | $5,403-95.0% |