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 | $55,934 | $97,757-42.8% | $83,848-33.3% | $135,375-58.7% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -9.62% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $817 | $4,222-80.7% | $3,631-77.5% | $4,779-82.9% |
| Participant deferral / active EE | $2,059 | $4,682-56.0% | $4,082-49.6% | $5,609-63.3% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |