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 5-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 | $49,957 | $67,331-25.8% | $60,874-17.9% | $134,475-62.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.48% | 49.93%-68.4pp | 16.90%-35.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,882 | $3,096+25.4% | $2,701+43.7% | $4,740-18.1% |
| Participant deferral / active EE | $11,783 | $4,538+159.6% | $3,817+208.7% | $6,400+84.1% |
| Admin fee / account holder | $9 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |