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 | $42,522 | $95,971-55.7% | $74,550-43.0% | $135,375-68.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -9.02% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $994 | $2,716-63.4% | $1,961-49.3% | $4,779-79.2% |
| Participant deferral / active EE | $3,238 | $3,843-15.7% | $3,108+4.2% | $5,609-42.3% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |