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 | $46,991 | $92,703-49.3% | $82,719-43.2% | $134,475-65.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.83% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,516 | $3,274-53.7% | $3,009-49.6% | $4,740-68.0% |
| Participant deferral / active EE | $3,666 | $4,802-23.7% | $4,395-16.6% | $6,400-42.7% |
| Admin fee / account holder | $170 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |