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 | $43,814 | $152,509-71.3% | $117,472-62.7% | $134,475-67.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.81% | 52.99%-69.8pp | 29.74%-46.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $15,766 | $5,571+183.0% | $4,176+277.5% | $4,740+232.6% |
| Participant deferral / active EE | $4,692 | $4,818-2.6% | $4,070+15.3% | $6,400-26.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |