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 | $29,320 | $92,703-68.4% | $82,719-64.6% | $134,475-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.17% | 944.92%-958.1pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,057 | $3,274+54.5% | $3,009+68.1% | $4,740+6.7% |
| Participant deferral / active EE | $7,944 | $4,802+65.4% | $4,395+80.8% | $6,400+24.1% |
| Admin fee / account holder | $184 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |