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 | $79,515 | $135,635-41.4% | $110,238-27.9% | $135,375-41.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.23% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,421 | $4,906-71.0% | $3,826-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $3,877 | $5,506-29.6% | $4,672-17.0% | $5,609-30.9% |
| Admin fee / account holder | $48 | $11,457-99.6% | $8,547-99.4% | $10,827-99.6% |