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 | $40,519 | $67,331-39.8% | $60,874-33.4% | $134,475-69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.08% | 49.93%-63.0pp | 16.90%-30.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $592 | $3,096-80.9% | $2,701-78.1% | $4,740-87.5% |
| Participant deferral / active EE | $950 | $4,538-79.1% | $3,817-75.1% | $6,400-85.2% |
| Admin fee / account holder | $135 | $4,582-97.1% | $3,224-95.8% | $11,426-98.8% |