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 | $54,360 | $138,065-60.6% | $123,544-56.0% | $135,375-59.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.82% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,275 | $5,151-36.4% | $4,628-29.2% | $4,779-31.5% |
| Participant deferral / active EE | $5,140 | $6,799-24.4% | $6,426-20.0% | $5,609-8.4% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |