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 | $25,194 | $95,971-73.7% | $74,550-66.2% | $135,375-81.4% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -8.76% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,760 | $2,716+1.6% | $1,961+40.7% | $4,779-42.3% |
| Participant deferral / active EE | $6,934 | $3,843+80.4% | $3,108+123.1% | $5,609+23.6% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |