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 | $32,263 | $127,100-74.6% | $105,738-69.5% | $135,375-76.2% |
| Participation rate | 90.5% | 82.7%+7.8pp | 76.3%+14.1pp | 82.6%+7.8pp |
| Annual return | -8.25% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,711 | $4,107-58.3% | $3,268-47.6% | $4,779-64.2% |
| Participant deferral / active EE | $2,938 | $5,064-42.0% | $4,080-28.0% | $5,609-47.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |