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 | $31,779 | $67,331-52.8% | $60,874-47.8% | $134,475-76.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -19.72% | 49.93%-69.7pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,020 | $3,096-67.1% | $2,701-62.3% | $4,740-78.5% |
| Participant deferral / active EE | $2,065 | $4,538-54.5% | $3,817-45.9% | $6,400-67.7% |
| Admin fee / account holder | $70 | $4,582-98.5% | $3,224-97.8% | $11,426-99.4% |