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 | $75,986 | $95,971-20.8% | $74,550+1.9% | $135,375-43.9% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -5.13% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,105 | $2,716+161.6% | $1,961+262.3% | $4,779+48.7% |
| Participant deferral / active EE | $5,854 | $3,843+52.3% | $3,108+88.4% | $5,609+4.4% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |