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 | $73,929 | $106,543-30.6% | $91,220-19.0% | $134,475-45.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.32% | 160.60%-174.9pp | 114.01%-128.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,213 | $3,331-63.6% | $2,850-57.4% | $4,740-74.4% |
| Participant deferral / active EE | $3,731 | $4,719-20.9% | $4,234-11.9% | $6,400-41.7% |
| Admin fee / account holder | $136 | $6,231-97.8% | $5,420-97.5% | $11,426-98.8% |