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 | $79,420 | $90,600-12.3% | $79,464-0.1% | $135,375-41.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.06% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,329 | $3,068-24.1% | $2,800-16.8% | $4,779-51.3% |
| Participant deferral / active EE | $3,767 | $4,050-7.0% | $3,704+1.7% | $5,609-32.8% |
| Admin fee / account holder | $32 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |