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 | $49,832 | $127,100-60.8% | $105,738-52.9% | $135,375-63.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -4.98% | 4.49%-9.5pp | 6.27%-11.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,222 | $4,107-70.2% | $3,268-62.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,281 | $5,064-55.0% | $4,080-44.1% | $5,609-59.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |