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 | $35,421 | $76,000-53.4% | $154,107-77.0% | $64,186-44.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.32% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,791 | $3,351+13.1% | $5,298-28.4% | $2,381+59.2% |
| Participant deferral / active EE | $3,036 | $3,175-4.4% | $5,081-40.2% | $3,470-12.5% |
| Admin fee / account holder | $122 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |