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 | $53,082 | $82,286-35.5% | $68,791-22.8% | $134,475-60.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.44% | -2.19%-17.2pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,040 | $3,301-68.5% | $2,655-60.8% | $4,740-78.1% |
| Participant deferral / active EE | $1,300 | $4,739-72.6% | $3,941-67.0% | $6,400-79.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |