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 | $44,522 | $45,152-1.4% | $73,843-39.7% | $59,632-25.3% |
| Participation rate | 78.1% | 64.0%+14.1pp | 73.4%+4.7pp | 68.7%+9.5pp |
| Annual return | -0.30% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,305 | $1,902+21.2% | $2,787-17.3% | $2,203+4.6% |
| Participant deferral / active EE | $3,645 | $2,574+41.6% | $3,583+1.7% | $3,192+14.2% |
| Admin fee / account holder | $18 | $3,516-99.5% | $4,880-99.6% | $4,297-99.6% |