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 | $34,630 | $54,350-36.3% | $82,719-58.1% | $68,494-49.4% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -17.41% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,416 | $2,218-36.1% | $3,009-52.9% | $2,596-45.5% |
| Participant deferral / active EE | $4,027 | $3,246+24.0% | $4,395-8.4% | $4,0270% |
| Admin fee / account holder | $92 | $4,395-97.9% | $5,329-98.3% | $5,403-98.3% |