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 | $49,013 | $82,664-40.7% | $125,339-60.9% | $68,494-28.4% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,888 | $3,381+103.7% | $4,814+43.1% | $2,596+165.3% |
| Participant deferral / active EE | $9,488 | $6,110+55.3% | $7,446+27.4% | $4,027+135.6% |
| Admin fee / account holder | $168 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |