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 | $164,956 | $92,703+77.9% | $82,719+99.4% | $134,475+22.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,433 | $3,274-56.2% | $3,009-52.4% | $4,740-69.8% |
| Participant deferral / active EE | $7,499 | $4,802+56.2% | $4,395+70.6% | $6,400+17.2% |
| Admin fee / account holder | $3 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |