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 | $73,631 | $105,998-30.5% | $92,233-20.2% | $147,584-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,092 | $4,333-74.8% | $3,679-70.3% | $4,876-77.6% |
| Participant deferral / active EE | $3,690 | $4,478-17.6% | $3,897-5.3% | $5,439-32.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |