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 | $58,401 | $113,935-48.7% | $94,224-38.0% | $125,391-53.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.37% | 5.29%-8.7pp | 10.68%-14.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,883 | $4,727-60.2% | $3,587-47.5% | $4,866-61.3% |
| Participant deferral / active EE | $1,671 | $5,179-67.7% | $4,320-61.3% | $5,352-68.8% |
| Admin fee / account holder | $68 | $8,391-99.2% | $6,269-98.9% | $9,540-99.3% |