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 | $44,861 | $106,543-57.9% | $91,220-50.8% | $134,475-66.6% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.2%+13.5pp | 81.2%+5.4pp |
| Annual return | -18.26% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $868 | $3,331-73.9% | $2,850-69.5% | $4,740-81.7% |
| Participant deferral / active EE | $3,120 | $4,719-33.9% | $4,234-26.3% | $6,400-51.2% |
| Admin fee / account holder | $7 | $6,231-99.9% | $5,420-99.9% | $11,426-99.9% |