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 | $63,657 | $152,509-58.3% | $117,472-45.8% | $134,475-52.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.70% | 52.99%-68.7pp | 29.74%-45.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,786 | $5,571+75.7% | $4,176+134.3% | $4,740+106.5% |
| Participant deferral / active EE | $4,720 | $4,818-2.0% | $4,070+16.0% | $6,400-26.2% |
| Admin fee / account holder | $18 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |