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 | $67,548 | $82,630-18.3% | $64,105+5.4% | $125,391-46.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -1.97% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,689 | $2,671-36.8% | $1,820-7.2% | $4,866-65.3% |
| Participant deferral / active EE | $7,134 | $3,608+97.7% | $2,822+152.8% | $5,352+33.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |