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 | $43,839 | $67,331-34.9% | $60,874-28.0% | $134,475-67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.78% | 49.93%-54.7pp | 16.90%-21.7pp | 417.96%-422.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,977 | $4,538+31.7% | $3,817+56.6% | $6,400-6.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |