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 9-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 | $46,856 | $92,703-49.5% | $82,719-43.4% | $134,475-65.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -9.32% | 944.92%-954.2pp | 701.18%-710.5pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,852 | $3,274-12.9% | $3,009-5.2% | $4,740-39.8% |
| Participant deferral / active EE | $4,923 | $4,802+2.5% | $4,395+12.0% | $6,400-23.1% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |