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 | $72,794 | $97,757-25.5% | $83,848-13.2% | $135,375-46.2% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -2.86% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,775 | $4,222-57.9% | $3,631-51.1% | $4,779-62.9% |
| Participant deferral / active EE | $8,195 | $4,682+75.0% | $4,082+100.8% | $5,609+46.1% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |