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 | $57,878 | $133,958-56.8% | $112,228-48.4% | $134,475-57.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.95% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,633 | $4,038-10.0% | $3,6350% | $4,740-23.3% |
| Participant deferral / active EE | $17,642 | $5,291+233.5% | $4,728+273.1% | $6,400+175.7% |
| Admin fee / account holder | $65 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |