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 | $20,861 | $78,694-73.5% | $67,652-69.2% | $125,391-83.4% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | -1.07% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,728 | $3,044-43.2% | $2,266-23.7% | $4,866-64.5% |
| Participant deferral / active EE | $2,013 | $4,292-53.1% | $3,560-43.4% | $5,352-62.4% |
| Admin fee / account holder | $240 | $7,403-96.8% | $4,821-95.0% | $9,540-97.5% |