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 | $47,537 | $45,152+5.3% | $73,843-35.6% | $59,632-20.3% |
| Participation rate | 92.1% | 64.0%+28.1pp | 73.4%+18.7pp | 68.7%+23.4pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,539 | $1,902+33.5% | $2,787-8.9% | $2,203+15.3% |
| Participant deferral / active EE | $3,361 | $2,574+30.6% | $3,583-6.2% | $3,192+5.3% |
| Admin fee / account holder | $5 | $3,516-99.9% | $4,880-99.9% | $4,297-99.9% |