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 8-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 | $78,720 | $99,640-21.0% | $86,436-8.9% | $134,475-41.5% |
| Participation rate | 70.6% | 82.0%-11.5pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -19.63% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,730 | $4,400+7.5% | $3,769+25.5% | $4,740-0.2% |
| Participant deferral / active EE | $8,019 | $7,246+10.7% | $6,952+15.3% | $6,400+25.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |