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 | $47,196 | $54,350-13.2% | $82,719-42.9% | $68,494-31.1% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -19.02% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,915 | $2,218+31.4% | $3,009-3.1% | $2,596+12.3% |
| Participant deferral / active EE | $4,955 | $3,246+52.6% | $4,395+12.7% | $4,027+23.0% |
| Admin fee / account holder | $10 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |