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 | $75,899 | $99,640-23.8% | $86,436-12.2% | $134,475-43.6% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -5.81% | 6782.58%-6788.4pp | 4394.89%-4400.7pp | 417.96%-423.8pp |
| Employer contribution / active EE | $3,075 | $4,400-30.1% | $3,769-18.4% | $4,740-35.1% |
| Participant deferral / active EE | $5,611 | $7,246-22.6% | $6,952-19.3% | $6,400-12.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |