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 9-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 | $54,436 | $67,331-19.2% | $60,874-10.6% | $134,475-59.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -16.81% | 49.93%-66.7pp | 16.90%-33.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,597 | $3,096+80.8% | $2,701+107.2% | $4,740+18.1% |
| Participant deferral / active EE | $2,760 | $4,538-39.2% | $3,817-27.7% | $6,400-56.9% |
| Admin fee / account holder | $88 | $4,582-98.1% | $3,224-97.3% | $11,426-99.2% |