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 | $56,506 | $167,307-66.2% | $143,757-60.7% | $134,475-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.20% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,990 | $5,619-29.0% | $4,951-19.4% | $4,740-15.8% |
| Participant deferral / active EE | $9,024 | $6,446+40.0% | $5,637+60.1% | $6,400+41.0% |
| Admin fee / account holder | $29 | $18,088-99.8% | $14,673-99.8% | $11,426-99.8% |