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 | $32,206 | $85,790-62.5% | $67,313-52.2% | $135,375-76.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.72% | -0.54%-7.2pp | -4.08%-3.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,555 | $3,487-55.4% | $2,566-39.4% | $4,779-67.5% |
| Participant deferral / active EE | $7,535 | $4,651+62.0% | $3,568+111.2% | $5,609+34.3% |
| Admin fee / account holder | $22 | $6,392-99.7% | $4,507-99.5% | $10,827-99.8% |