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 | $83,263 | $127,100-34.5% | $105,738-21.3% | $135,375-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.52% | 4.49%-12.0pp | 6.27%-13.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,193 | $4,107-71.0% | $3,268-63.5% | $4,779-75.0% |
| Participant deferral / active EE | $1,858 | $5,064-63.3% | $4,080-54.5% | $5,609-66.9% |
| Admin fee / account holder | $10 | $9,087-99.9% | $6,913-99.9% | $10,827-99.9% |