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 | $61,303 | $92,703-33.9% | $82,719-25.9% | $134,475-54.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -19.49% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,473 | $3,274+6.1% | $3,009+15.4% | $4,740-26.7% |
| Participant deferral / active EE | $13,371 | $4,802+178.4% | $4,395+204.2% | $6,400+108.9% |
| Admin fee / account holder | $268 | $5,983-95.5% | $5,329-95.0% | $11,426-97.7% |