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 | $52,200 | $77,813-32.9% | $123,544-57.7% | $64,186-18.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.03% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,611 | $3,014-46.5% | $4,628-65.2% | $2,381-32.3% |
| Participant deferral / active EE | $4,923 | $5,240-6.0% | $6,426-23.4% | $3,470+41.9% |
| Admin fee / account holder | $170 | $5,519-96.9% | $9,284-98.2% | $4,888-96.5% |