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 | $55,459 | $88,594-37.4% | $70,092-20.9% | $134,475-58.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -11.58% | 442.67%-454.2pp | 190.73%-202.3pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,428 | $3,233-55.8% | $2,559-44.2% | $4,740-69.9% |
| Participant deferral / active EE | $2,603 | $4,772-45.5% | $3,849-32.4% | $6,400-59.3% |
| Admin fee / account holder | $252 | $10,441-97.6% | $6,267-96.0% | $11,426-97.8% |