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 | $75,057 | $135,635-44.7% | $110,238-31.9% | $135,375-44.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.46% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,286 | $4,906+48.5% | $3,826+90.4% | $4,779+52.5% |
| Participant deferral / active EE | $6,982 | $5,506+26.8% | $4,672+49.5% | $5,609+24.5% |
| Admin fee / account holder | $51 | $11,457-99.6% | $8,547-99.4% | $10,827-99.5% |