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 | $29,441 | $93,024-68.4% | $77,024-61.8% | $134,475-78.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.77% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,935 | $3,418-43.4% | $2,812-31.2% | $4,740-59.2% |
| Participant deferral / active EE | $3,722 | $5,238-28.9% | $4,426-15.9% | $6,400-41.8% |
| Admin fee / account holder | $47 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |