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 | $42,255 | $67,331-37.2% | $60,874-30.6% | $134,475-68.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.70% | 49.93%-68.6pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,552 | $3,096-49.9% | $2,701-42.5% | $4,740-67.2% |
| Participant deferral / active EE | $4,635 | $4,538+2.1% | $3,817+21.4% | $6,400-27.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |