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 | $41,474 | $67,331-38.4% | $60,874-31.9% | $134,475-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 49.93%-66.8pp | 16.90%-33.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $973 | $3,096-68.6% | $2,701-64.0% | $4,740-79.5% |
| Participant deferral / active EE | $4,547 | $4,538+0.2% | $3,817+19.1% | $6,400-29.0% |
| Admin fee / account holder | $66 | $4,582-98.6% | $3,224-98.0% | $11,426-99.4% |