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 | $38,302 | $90,600-57.7% | $79,464-51.8% | $135,375-71.7% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -5.90% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,250 | $3,068-26.7% | $2,800-19.7% | $4,779-52.9% |
| Participant deferral / active EE | $3,182 | $4,050-21.4% | $3,704-14.1% | $5,609-43.3% |
| Admin fee / account holder | $121 | $5,907-98.0% | $5,113-97.6% | $10,827-98.9% |