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 | $55,919 | $59,107-5.4% | $86,436-35.3% | $68,494-18.4% |
| Participation rate | 82.8% | 75.2%+7.5pp | 80.3%+2.4pp | 67.9%+14.9pp |
| Annual return | -17.31% | -0.23%-17.1pp | 4394.89%-4412.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $605 | $2,519-76.0% | $3,769-83.9% | $2,596-76.7% |
| Participant deferral / active EE | $6,051 | $5,901+2.5% | $6,952-13.0% | $4,027+50.3% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |