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 | $36,299 | $95,971-62.2% | $74,550-51.3% | $135,375-73.2% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -7.39% | 56.96%-64.4pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $5,809 | $2,716+113.9% | $1,961+196.2% | $4,779+21.6% |
| Participant deferral / active EE | $3,948 | $3,843+2.7% | $3,108+27.0% | $5,609-29.6% |
| Admin fee / account holder | $24 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |