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 | $31,487 | $97,757-67.8% | $83,848-62.4% | $135,375-76.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.83% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,310 | $4,222-69.0% | $3,631-63.9% | $4,779-72.6% |
| Participant deferral / active EE | $3,077 | $4,682-34.3% | $4,082-24.6% | $5,609-45.1% |
| Admin fee / account holder | $94 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |