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 | $46,433 | $75,828-38.8% | $147,614-68.5% | $59,632-22.1% |
| Participation rate | 90.0% | 71.6%+18.4pp | 84.6%+5.4pp | 68.7%+21.3pp |
| Annual return | -2.10% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,746 | $3,485-49.9% | $5,564-68.6% | $2,203-20.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $70 | $5,985-98.8% | $11,611-99.4% | $4,297-98.4% |