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 | $51,981 | $88,594-41.3% | $70,092-25.8% | $134,475-61.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | 442.67%-457.3pp | 190.73%-205.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,559 | $3,233-51.8% | $2,559-39.1% | $4,740-67.1% |
| Participant deferral / active EE | $2,744 | $4,772-42.5% | $3,849-28.7% | $6,400-57.1% |
| Admin fee / account holder | $111 | $10,441-98.9% | $6,267-98.2% | $11,426-99.0% |